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
CalenderList

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 03, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
August 17, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
May 09, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
April 29, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the functions in GiftWrap that generate a variety of summary reports, calculations including FASB liability andRead More
Software Training
August 12, 09:00AM EST
Cambridge, MA

GiftWrap Reporting & Analysis

GiftWrap Reporting & Analysis
This session focuses on the calculation and report capabilities in GiftWrap, those functions that generate FASB liabilities and State ReservesRead More
Software Training
November 04, 09:00AM EST
Cambridge, MA
CalenderList

August 2017

17
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Down
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

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

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

03
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Down
GiftWrap Reporting & Analysis: Cambridge, MA
Software Training
Up

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

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.