Copy of YE Tax Receipting Academy Slides .pdf
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Copy of YE Tax Receipting Academy Slides .pdf
- 1. Welcome to Bloomerang Academy Thank you for joining us!
- 2. Join the Online Audio or Dial in! +1 669 900 6833
- 3. Ask questions Live Transcript Share ideas Housekeeping
- 4. Housekeeping We will share the slides and recording of this session with you via email later today. The resources mentioned in the session will be linked on the Resources slide at the end of this presentation. Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
- 5. Colin Marshall Colin Marshall is one of our Customer Support Specialists at Bloomerang. He is a former teacher who has worked in community engagement across three continents. Support Specialist
- 7. Part 1: Year-End Tax Reports Revenue and In-Kind
- 8. Part 2: Year-End Tax Letters and Emails
- 9. Resources Knowledgebase Generate YE Receipts Canadian Tax Receipts Referencing an Existing Report Creating a Letter Template Running a Batch of Letters Create an Email Template Sending Emails Handling Gifts of Stock Tracking DAF Donations Bloomerang Academy Year-End Tax Receipting Creating and Sending Emails Bloomerang Gift-Entry and Reporting Foundations The Complete Recurring Giving Roadmap Creating and Managing a Recurring Gifts Program Loving Your Recurring Donors Keeping Your Recurring Donors Upgrading Your Recurring Donors
- 10. Resources Bloomerang Knowledgebase and Support Portal
- 11. Thank you! Visit the Bloomerang site for more educational webinars!