Gifts and Gift Processing
Learn all about entering gifts in Virtuous, the different types of gift data that can be tracked, and how to send acknowledgements and receipts.
Introduction to Gifts and Gift Processing
Gift Processing Overview
Creating a Batch
Finding Your Donor
Gift Types
Charging Credit Cards
Match Needed
Update Needed
Practice in the Platform – Gift Processing
Practice in the Platform – Gift Processing, Scenario 1
How well do you know gift processing?
Projects and Segments
Premiums
Passthrough Gifts
Pledges and Recurring Gifts
What are Gift Asks?
What is the Gift Ask Pipeline?
Show what you know about additional gift options
What are Receipt Templates?
Creating a Mail Receipt Template
Creating an Email Receipt Template
Creating Receipting Groups
Queuing and Running Receipts
Creating Annual Giving Statements
Sending Annual Giving Statements
Generating Single or Replacement Receipts
Create Your Own Receipt
Practice in the Platform – Receipting
Practice in the Platform – Receipting, Scenario 1
How well do you know receipting?
Course Final: Gifts and Gift Processing
What's Next?