Who should attend:

Fundraising/Finance, Data Entry

Training for this critical area of the not for profit sector focuses on ensuring the accuracy and integrity of the receipting process and customer relationships for tax purposes.

This session reviews internal organizational controls and procedures to help ensure accountability between fund-raising and finance responsibilities through various reports. Learn how to retrieve financial reports to support audit requirements.

Topics Covered Include:

• Receipts Manager Main Switch Board
• Official/Unofficial Tax Letters
• Printing of Thank You Letters with Official/Unofficial Receipts
• Orders
• Pledge Reminders
• Receipt Reports
• Tribute Acknowledgments