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. Those topics are covered in our GiftWrap Advanced Reporting class.
- 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