Course curriculum

    1. Introduction to Gifts and Gift Processing

    1. Gift Processing Overview

    2. Creating a Batch

    3. Finding Your Donor

    4. Gift Types

    5. Charging Credit Cards

    6. Match Needed

    7. Update Needed

    8. How well do you know gift processing?

    1. Projects and Segments

    2. Premiums

    3. Passthrough Gifts

    4. Pledges and Recurring Gifts

    5. What are Gift Asks?

    6. What is the Gift Ask Pipeline?

    7. Show what you know about additional gift options

    1. What are Receipt Templates?

    2. Creating a Mail Receipt Template

    3. Creating an Email Receipt Template

    4. Creating Receipting Groups

    5. Queuing and Running Receipts

    6. Creating Annual Giving Statements

    7. Sending Annual Giving Statements

    8. Generating Single or Replacement Receipts

    9. Create Your Own Receipt

    10. How well do you know receipting?

    1. Course Final: Gifts and Gift Processing

    2. What's Next?

About this course

  • 28 lessons
  • 1.5 hours of video content

Your Course Instructors

Director of Training Scott Richards

Scott is the Director of Training & Education at Virtuous, though he's been involved in nearly all facets of Virtuous over the years. Previously the head of training at WealthEngine, Scott has spent over a decade teaching a variety of nonprofits how to make the best use of technology solutions. Prior to becoming a trainer, he has spent time working with and for a number of nonprofit organizations over the years, stuffing envelopes for mailings, telefundraising, assisting with live events, and connecting with donors of all sorts.