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Shelby v.5 ON DEMAND WEBINAR: Year-End Tips (Pt. 1) Closing Your Contribution Year and Running Giving Statements


Product Description

Attend this On Demand webinar and gain understanding of best practices for finalizing your giving year with Shelby Consultant Ken Emert. Ken will cover necessary steps and reports to verify all is ready to run year-end giving statements.

Some of what you will learn

  • Good information on IRS rulings regarding gifts and contributions
  • How to set up and send giving statements
  • How to send your statement securely via email

Other Details

Ken Emert - Shelby Consultant

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