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 Annie Walters

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 2:15
Gift Types 3:35
Organizing Campaigns, Funds, Appeals, and Events 5:55
Demo: Add a gift record 11:55
Reviewing Gift Entry Consistency 17:20
Bulk Gift Editing 21:41

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 Annie Walters.

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                                              3:06
Using LGL Merge fields                                                              4:15
Setting up acknowledgment templates                              8:33
Demo: Creating an acknowledgment template in MS Word.          10:40
Demo: Creating a printed acknowledgment letter                            15:25
Demo: Creating an email acknowledgment                                      19:30
Questions & Answers 27:00