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
