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

Topics Covered:

This session focuses on key organization set-up, data integrity, security, and data entry elements specific to gift annuities as well as other planned gifts. Students will learn the "what and why" for each data field in the software.

  • Overview: how GiftWrap works
  • Maintaining data integrity
  • GiftWrap setup
  • Searching and editing
  • Entering & updating people, addresses, and gifts
  • Severing gifts & recording deaths
  • Using the help system
  • Person and gift reports
CalenderList

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
November 02, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
August 16, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet yourRead More
Software Training
May 08, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
April 28, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization's obligationsRead More
Software Training
August 11, 09:00AM EST
Cambridge, MA

GiftWrap Fundamentals

GiftWrap Fundamentals
This class course introduces students to basic gift administration practices and how to use the features in GiftWrap to meet your organization'sRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA
CalenderList

August 2017

16
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.

November 2017

02
GiftWrap Fundamentals: Cambridge, MA
Software Training
Down
GiftWrap Fundamentals: Cambridge, MA
Software Training
Up

This class course 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
09:00AM - 04:00PM ET
PG Calc's Cambridge Office, 129 Mt. Auburn St., Cambridge, MA 02138

Complimentary coffee and pastries will be served.

A laptop computer is not needed for this class.