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Register for MPower20, Revising Your Budget, How to
Prepare for #GivingTuesday, and more!
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We hope that you enjoy reading our newsletter each month
as we keep you "in the know" regarding our platforms and
services. The October edition includes some tips that we hope help you
grow your ministry and minister to your congregation.
In this month's newsletter we’ll
cover:
- Register NOW for MPower20
(Oct. 13-14, 2020)
- Auditing your groups in
ShelbyNext Membership
- The NEW Ticketing
Functionality in ShelbyForms
- Tax Forms and eFiling
- Revising your Budgets
- Using Relative Dates on Giving
Reports
- How to prepare for #GIVINGTUESDAY
We are here to serve you as you serve in your ministry.
Have a blessed day and enjoy the newsletter!
Steve Pruitt
steve.pruitt@shelbyinc.com
General Manager, Shelby Systems
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Ready
to learn from the experts? It's only $99 to attend the 2-day event!
Our
instructors are the very same industry experts that work every day to
develop and enhance the technology that you already use to manage and
grow your ministry. Not only will these focused sessions give you an
in-depth overview of the software you use daily, you'll also have the
opportunity to ask questions and get best practice advice from the
product-leads themselves.
View
the full schedule of Shelby courses here and a list of Arena
classes here.
If
you can't make the full conference, or you're just interested in too many
classes to choose from, don't forget you can add on access to ALL the sessions
once the conference is over for just an additional $80! Just be sure to
select this option during checkout.
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Keeping Groups Up to Date
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Groups
are used to track membership status, grades, classes, choirs, services,
outreach teams and an overabundance of other things.
As
policies, focus and priorities change, so do your groups, often leaving
you with a collection of outdated and irrelevant information. Routinely
auditing your groups is a best practice. Click the link below for ideas
that will help you manage your groups.
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NEW
Ticketing Functionality
Added to ShelbyForms
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In-person meeting restrictions mandated by local and state
guidelines placed the additional burden of limiting how many attendees
could attend Worship Services. The June ShelbyNews provided information
on 'Event Registration with Limited Capacity'.
ShelbyForms
now includes a NEW ticketing feature that provides your
registrants with scannable ticket codes that can be used to check into
your event. This feature can be used for both free and paid events!
Click
HERE for information on
using the new ticket feature in ShelbyForms.
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Shelby Financials Tax Forms
and eFiling Provided by Nelco
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Many times we aren't aware of all the efficiencies available to us. In
the world of maintaining financials for your church or ministry, time and
efficiencies are vital. As a "did you know", Shelby Financials
provides both eFiling as well as tax forms through an integrated solution
in Shelby Financials provided by our longtime partner Nelco.
eFiling
is as quick as a click of the button within Shelby Financials to eFile.
You can also order your tax forms from our online store located here. Save time and
money by utilizing these services this year as we approach end-of-year.
Join
us for one of our joint webinars hosted by Nelco to learn more about our
eFile services built within Shelby Financials. Click on the date below to
register to attend.
October 20 at 2pm Eastern Time / 1pm Central
December 1 at 2pm Easter Time / 1pm Central
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Time To Revise Your Budget
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With all the changes caused by the COVID-19 crisis, it
just might be time for you to revise your budget.
Shelby
Financials' budget tool provides a method to do that and keep a copy of
your original budget so you can report on the revised or original budget.
Click here for full instructions.
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Using Relative Dates
on Giving Reports
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Reporting, especially as it relates to financial
information, can be used as a health barometer to track trends. Report
filters have included a number of common preset date criteria that were
intended to save you time (i.e. last month, last six months, last year). 'Relative
Dates' takes this a step further.
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Let's say, for example, you routinely report on the last
13 weeks, or four months....Relative Dates makes it possible to
set up the custom time period your report requires. The trick is to be
sure you SAVE the report. You will then be able to use My
Reports to run it with a single click.
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#GivingTuesday Is Right Around The Corner!
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#GivingTuesday, created in 2012, was the brainchild of New
York’s 92nd Street Y and the United Nations Foundation. This holiday
serves to create a global movement of generosity and kindness by
inspiring people to donate to nonprofit organizations around
the world.
Similar to how Black Friday represents the beginning of the
holiday shopping season, #GivingTuesday is the kickoff to the charitable
giving season - placing focus on the true meaning of the season.
This holiday is a true social media movement (hence
the hashtag). Donors often share information about their favorite cause
and organizations on Facebook, Twitter, Instagram, etc. – encouraging
their friends and family to contribute as well!
Now is a great time to begin to think about how your
church or ministry can leverage the kickoff of the charitable
giving season on #GivingTuesday.
Is there an annual holiday initiative that your ministry
will re-imagine this year? Is there a new need in your community
that your givers can impact? The possibilities are
endless! Check out this planning and day-of guide.
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Do you know
someone that would benefit from ShelbyNews? Forward this email and tell
them to click here to subscribe.
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