This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

This class is intended for users with some familiarity with GiftWrap as well as finance officers and others who are recipients of the report information. Basics such as data entry, record death, payments and taxes are covered in the separate Fundamentals class.

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GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)

GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASBRead More
Software Training
April 13, 01:00PM ET
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April 2021

13
GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
Software Training
Down
GiftWrap Advanced Reporting (ONLINE 4 hours over 2 days)
Software Training
Up

This class covers GiftWrap’s more advanced reporting capabilities including Projected Remainder Amounts, Gift Annuity Reserves, and FASB Liabilities.  In addition, the class covers the CashTrac function which allows the market value of each individual gift annuity in an investment pool to be tracked, and discusses how GiftWrap reports use this information to help you understand the health of your program.

              

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April 13, 01:00PM - April 14, 03:00PM ET
ONLINE (Note: class will be from 1:00pm - 3:00pm ET each day),

Cost is $195 per attendee. Registrants will receive login information prior to the training.