If you missed the live Training Deep Dive webinar, check out the full recording down below. In this session, Tanya Valencia and Amy Vitulli walk through the Annual Summary Execution process.
The Annual Summary Execution process should be approached strategically. In this session, Contact queries, Gift queries, and Multiple Gifts per Receipt Templates are reviewed. Three main examples referenced are Recurring Donors, Major Donors, and Donors with Volunteer Activity.
To review the upcoming Training Deep Dive sessions and register, check out this Support Article.
Note: The recording posted here contains the same material presented during the Virtuous Deep Dive webinar, but is not from the webinar customers attended on 1/11/2024.