Who can benefit from this class?

This class is geared for new users as well as those with experience but no formal GiftWrap training.  The goal of the class is to enable you to get the most out of the system, to work efficiently and accurately, and to administer gift annuities correctly.  A brief overview of other gift types will be included.  Note: This class will not cover FASB, Reserves, CashTrac or the administration of Pooled Income Fund gifts.   

Topics Covered

  • Overview of GiftWrap functionality and structure
  • Focus on administration of Gift Annuities – Immediate, Deferred, Flexible Deferred, and Commuted Payment
  • Understanding the Record Death function and its effect on data and reporting
  • Payments and Taxes
  • Reporting

 

 

CalenderList

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
November 17, 01:00PM ET

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
May 26, 01:00PM ET

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)

GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
February 23, 01:00PM ET

GiftWrap Fundamentals (ONLINE)

GiftWrap Fundamentals (ONLINE)
This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap toRead More
Software Training
July 22, 01:00PM ET
CalenderList

November 2020

17
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
November 17, 01:00PM - November 18, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

February 2021

23
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
February 23, 01:00PM - February 24, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

May 2021

26
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Down
GiftWrap Fundamentals (ONLINE 6 hours over 2 days)
Software Training
Up

This new 2 day (6 hours) ONLINE class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligations to donors and beneficiaries. You will learn the best practices for data entry to help meet the needs of your development, business and finance offices.                       

Read More
May 26, 01:00PM - May 27, 04:00PM ET
ONLINE (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.