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Webinar: Summer Clean-up

Contents

This webinar by Brian Hollis covers all the topics in this chaper on end-of-year procedures.

  • Producing final reports for the previous fiscal year
  • Updating constituent codes
  • Identifying outstanding pledges; writing them off or rescheduling them
  • Bringing new students and families into GENERATIONS and creating appropriate relationships
  • Resources, funds, campaigns and appeals
  • Data cleaning

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