Reporting on the Success of Monthly Giving

In this webinar, you will learn you can process recurring gifts easily and automatically using the tools available to you in DonorPerfect If you are intrigued by this idea, this is the webinar for you. We will cover how constituent records must be set up in order for the recurring gifts to be processed automatically. We will also review how to use and track the activity of monthly giving in DonorPerfect.

-Understanding the purpose of the pledge record in monthly giving
-Walking through the monthly giving process in DonorPerfect
-Activating automatically monthly giving
-Tracking the results of automatic monthly giving

You’ll find the handout for this webinar here:

Categories: Training Webinars, Monthly Giving Series


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Good afternoon, everybody, or morning, depending on what part of the world you’re from or suppose evening if you’re on another continent, that my name is John McClellan and today we will be going over reporting on the success of your monthly giving Read More

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