Skip to main content
Register for the webinar

Master Your Year End

October 26 | 2PM EST

You know CharityEngine offers powerful technology tools, but its extensive functionality can overwhelm clients. In this series of webinars from our Professional Services team, we’ll take a close look at some of the ways we help our clients be more successful fundraisers. 

In Master Your Year End, we’ll offer advice on best practices for sending end-of-year tax statements to donors and share ways you can leverage your CRM to get the data you need.  

Join CharityEngine’s Megan Gill, Director of Professional Services, and Jessica Mocha-Piel, Implementation Supervisor, as they discuss proven tips and demonstrate technology that can help you automate many of your tedious year-end tasks. 

In this webinar, you’ll learn: 

  • How CharityEngine makes it easy to send statements 
  • Why it is important to send statements to donors 
  • How to gather the data needed to send statements 

Register Now