GiftWrap Reporting and Analysis

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
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