The Ins and Outs of Monthly Giving Webinar

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 good morning, depending on where you are, or possibly Good evening, even. My name is Shawn McClellan also known as Mac. And I’m going to be wrapping up the ins and outs of monthly giving webinar today. So this is going to be Read More

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