Gabriel Workshop Webinar, "Getting Ready for Year End Statements," on November 17, 2022, at 9:30 am.
We'll also introduce the new Diocesan Security Policy for users of GabrielSoft. This security policy be used as a template for Parishes to your own user security policy.
Plus, we will share the GabrielSoft Parish Operating Policy Standards which outlines the minimum standards all parishes should follow in using GabrielSoft as part of their standard operating procedures. (see document below)
See the Finance PowerPoint attached below from the GB Diocese Finance representative.
Click here for the recorded Webinar on Getting Ready for Year End Statements.
This webinar will give you the low-down on using GabrielSoft for year-end statements.
- A representative from Finance will share info on any new tax laws and the requirements for parishioner year-end statements
- We will provide demos on using the pre-set year-end statements available in Fundraising reports and in the report library
- We will also demo using the mail merge options & mailing lists found in the report library.
- We'll address using Member Portal as a way to allow parish families to see their contributions in real time and self-generate year end statements
- Q&A
These topics were also covered in webinars in January 2022.
Webinar: Jan 13-All About $$-Year End Statements : Parish Support (freshdesk.com)
Year End Tax Statements in Gabriel-Article Webinar : Parish Support (freshdesk.com)
From Gabriel’s help site on using the preset statements
https://help.gabrielsoft.com/article/715-generating-annual-pdf-statements-using-the-one-step-process
From Gabriel's help site on preparing the mail merge and templates
https://help.gabrielsoft.com/article/715-generating-annual-pdf-statements-using-the-one-step-process
The mail merge function and templates – Gabriel’s webinar with John Garty