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On-demand webinar

Master Your Year End



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