If your fiscal year is not on a calendar year, the next most popular fiscal year is July 1st through June 30th. There are steps you need to take in the system once your new fiscal year starts. Year End Processing Guide The Year End Process Guide provides step by step instructions to prepare your… ⪼ Continue Reading…
donations
3 Tips for Spring Cleaning Your Office Files
As you emerge from your office cave into the sunlight of the warm spring days, don’t forget your office could use a good dose of spring cleaning. From your file cabinet to your PC, cleaning and organizing is easy to do. Spending just a few hours cleaning now will prolong the life of your PC… ⪼ Continue Reading…
How to Record Fundraiser Proceeds in IconCMO
You may be tempted to include the payments in with the regular offerings, but there’s just one little problem with that. You put an IRS disclosure on your donation statements saying something along the lines of “No goods or services were provided by the church in return for the donation.” Which poses another question: Can… ⪼ Continue Reading…
Don’t Rely on Luck to Turn Your Pledges Into Donations
Are you hoping for a pot of gold at the end of a rainbow or are you planning to catch the elusive leprechaun? If you aren’t feeling lucky, a sure way to turn pledges into donations is to provide quarterly giving statements to your members. Let’s face it, your members do not wake up thinking about what… ⪼ Continue Reading…
Your Donation Statement and the IRS
Churches can show their gratitude to donors when church staffers do all they can to help donors report their donations to the IRS as tax deductions. This is typically in the form of the donation statement or donor receipt. The best way a church can help in this process is to give end-of-year donation statements… ⪼ Continue Reading…
Free E-Book: Recording and Increasing Church Donations.
This e-book was designed to help staff and volunteers understand the importance of recording donations of various different types (eg. non-cash vs. cash). Understanding the various methods of giving can help a church generate income when financial times are tough and provide donors the right documentation for their tax returns. Additionally, it helps the church… ⪼ Continue Reading…