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.

Key topics and start times in the recording:

Topic covered	Video start time
Preparing for Gift Entry in LGL	2:17
Gift Types	3:30
Organizing Campaigns, Funds, Appeals, and Events	6:25
Demo: Add a gift record	12:28
Reviewing Gift Entry Consistency	16:51
Bulk Gift Editing	21:15

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.

Key topics and start times in the recording:

Topic Covered	Video Start Time
3 steps to acknowledging gifts	2:20
Using LGL Merge fields	3:30
Setting up acknowledgment templates	6:15
Demo: Creating an acknowledgment template in MS Word.	8:45
Demo: Creating a printed acknowledgment letter	11:30
Demo: Creating an email acknowledgment	14:00
Questions & Answers	20:00