The Matching Gifts Module is designed to help you easily solicit, track, and apply matching gifts pledges and payments. During this webinar we’ll discuss how to add the pledge to the donor’s account, the creation of matching company’s account, and how to apply payments to matched gifts. We’ll also discuss Allegiance’s integration with HEP and Double the Donation and how to use the integrations to gather matching pledge via your pledge pages.
Date limits are used when you wish to skip a specific date range when you are scheduling spots. Join us for this webinar and we’ll demonstrate how to create date limits and how to tell the software to skip them when scheduling. Anyone who uses Underwriting to regularly schedule spots will benefit from this webinar.
When creating an email or credit card processing Gateway Record in Allegiance, you’ll need to gather certain pieces of information before the gateway can be created. During this webinar we’ll let you know what information is required for each type of Gateway Record and where you can find that information. Then we’ll demonstrate how to correctly create those gateways.
Allegiance Web gives you a variety of tools to control the appearance and flow of the pages you create. Web Label Data allows you to control the words you donors see on those pages. Don’t use the word “premium” at your station? Use Web Label Data to change the occurrences of that word to “gift” or something else entirely. You can even customize the verbiage used on Survey, Confirmation, Payment Processing, and Volunteer pages.
At the end of each year there are certain reports you should run for your station’s record and for the auditors. This webinar will cover what reports to run and how to create custom reports for station-specific reporting needs. This webinar will be helpful for the person at your station responsible for running these reports as well as folks from your accounting or business office who will analyze the reports.