Basic Training: Gift Management 101 (Parts 3 & 4)
Part 3: Gift Entry and Gift Coding
This LGL training webinar session is the third session in our 6-part Basic Training webinar series and was presented by Hunter Williams on July 15, 2024.
Presentation Outline (Parts 3 & 4)
Presentation Slides (Parts 3 & 4)
Key topics and start times in the recording:
| Topic covered | Video start time |
| Preparing for Gift Entry in LGL | 1:28 |
| Gift Types | 2:39 |
| Organizing Campaigns, Funds, Appeals, and Events | 9:00 |
| Demo: Add a gift record | 15:17 |
| Reviewing Gift Entry Consistency | 35:35 |
| Bulk Gift Editing | 39:58 |
Part 4: Acknowledging Gifts in LGL
This LGL training webinar session is the fourth session in our 6-part Basic Training webinar series and was presented by Hunter Williams on July 16, 2024.
Presentation Outline (Parts 3 & 4)
Presentation Slides (Parts 3 & 4)
Key topics and start times in the recording:
| Topic Covered | Video Start Time |
| 3 steps to acknowledging gifts | 2:52 |
| Using LGL Merge fields | 4:05 |
| Setting up acknowledgment templates | 14:23 |
| Demo: Creating an acknowledgment template in MS Word. | 19:35 |
| Demo: Creating a printed acknowledgment letter | 27:05 |
| Demo: Creating an email acknowledgment | 43:58 |
| Questions & Answers | 55:00 |