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Fees and Policies
Training Location Details

Who can benefit from this class?

• Development professionals responsible for gift administration, budget, planned gift marketing, analysis of current gifts and expectancies
• Administrative staff responsible for entering, updating and maintenance of donor and gift data, payment production, tax forms, and other reports associated with gift administration
• Finance staff responsible for preparation of FASB liability and state reserve reports

Topics Covered:

This session focuses on the report functions in GiftWrap to generate FASB liabilities and State Reserves reports, produce annuitant payments, and tax forms (1099-Rs) along with the associated IRS tax file.

• Checks & electronic funds transfer
• Tracking market value
• Reserve & liability calculations
• Projecting cash flow & gift years remaining
• Tax reporting • Updating at year-end
• Mail merge, upload & export functions
• Prospecting

Schedule for the Day

• The session runs from 9:00 a.m. to 4:00 p.m.
• Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon.
• Continental breakfast will be provided before the start of the session and refreshments during breaks.
• Please be in the room by 8:30 a.m. so that the session may begin on time.

CFRE credits: 6.0 Prerequisite: None. Course level: Advanced. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.