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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 December edition includes some tips
that we hope help you grow your ministry and minister
to your congregation.
As a
reminder, Shelby's offices will be closed December 24th and 27th in
observance of Christmas weekend and December 31st and January 3rd in
observance of New Year's weekend.
In
this month's newsletter we'll cover:
- Seven
Things to Remember Regarding Preparing Giving Statements
- Year-End
2021 Check List
- Year-End
Ministry Tips Toolkit
- Webinar
Resources
- End
of Year Promotions
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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Seven Things to Remember Regarding
Preparing Giving Statements
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The holidays
are in full swing, which means it’s the busy season for churches! But
with all the Christmas commotion, don’t forget that the new year is
also just around the corner and that means year-end giving statements
will need to be prepped and ready to send out in January! To help you
stay focused, we’ve put together 7 things every church needs to be
mindful of when it comes to preparing your year-end giving statements.
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It’s that
time again to begin thinking about what year-end
procedures need to be done. Be sure and check out Alfred Johnson’s
Blog to help get you thinking about some of these
tasks.
- New
for 2021 Year-End
- Federal
Reports
- General
Ledger
- Accounts
Payable
- Accounts
Receivable
- Payroll
- Purchasing
Management
- Fixed
Assets
- Year-Closing
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Year-End Ministry Tips Toolkit
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Another year
is almost in the books and it's time to make sure you've got your books
set straight before 2022 gets here. This End of Year toolkit will help
you stay on track and get the new year off to a strong start.
- eBook:
6 End of Year Financial Tips for Ministries
- Checklist:
End of Year Financials Checklist for Your Ministry Accounting
Staff
- eBook:
What to Look for in Church Accounting Software
- Video:
Complete Church Management
- White
Paper: The Complete
Church Management Solution
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Webinar Recordings
Tracking
Volunteers Using Worship Planning and ChMS Scheduling
(November
10th)
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Winter
Forms: A 3-Part Webinar Series
Step-by-step,
we'll guide you through creating and managing three common types of
year-end forms, with time left over for Q&A.
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Upcoming Webinars
Useful
Tips Regarding Giving Statements
In this
webinar, your presenters will lay out several things to remember when
preparing for, designing, and sending out Giving Statements to donors.
Whether you track pledges or not, snail mail or email statements, or
use Arena, ChMS (ShelbyNext Membership), or Online Giving there will be
good information to benefit your processes.
Join Staff Trainer duo, Ben Lane and Mark Crain for a
quick look at Useful Tips Regarding Giving Statements.
You don’t want to miss this FREE webinar! Register now
and reserve your spot.
Presented by Shelby Systems:
Useful Tips Regarding Giving Statements
Wednesday, January 12
2:00-2:45 pm (Central Time)
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Year-End
Procedures Virtual Workshops
Are you ready
for Year-End? If you are not ready or you just need a
refresher course, join us for our Year-End Procedures Virtual Workshops, where you will get:
- Two
hours of interactive classroom training led by a certified staff
trainer.
- A
step-by-step workbook to keep as a resource.
- A
Year-End Procedures Checklist.
- To
ask questions and have a discussion with the trainer and others in
the classroom.
- A
great price - only $50 per attendee.
There will be
several opportunities to attend the workshop throughout the months of
December and January to help you brush up or learn year-end processes.
Some
of the topics that will be covered during the workshop include:
- General
Ledger - year-end closing
- Payroll
- W2's, ACA Report, 941, bonuses
- Accounts
Payable - 1099
- Giving
- statements, transferring or correcting gifts
- And much
more...
We look
forward to helping serve you and your ministry - view the workshop
times and sign-up today!
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As the
holidays are upon us and we prepare for 2022, we would like to assist
you in finishing the year strong with a SPECIAL GIFT from us, with
up to 6 months free when you join and bundle our services!
As your
holiday gift from us, and for a LIMITED TIME, from now through December
31st, 2021, sign up for Shelby Financials, ShelbyNext Membership or our
Shelby Bundle and receive 3-months free. Add Shelby Giving for $0 per
month and receive an additional 3 months free.
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As the
holidays are upon us and we prepare for 2022, we would like to assist
you in finishing the year strong and help you start the new year off
right with a SPECIAL GIFT from us.
For
a LIMITED TIME, from now through December 31st, 2021, Shelby is
offering 15% off Financial Modules, Label Printers, Check Scanners,
Labels & Kiosk Stands as your holiday gift from us.
Here’s your
chance to get the hardware you need for your ministry and start the new
year off right!
Click here to send us an email or call us at (800) 877-0222 to
get your holiday gift now!
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Our friends
at ShareFaith are hosting a special Black Friday Sales event with 20%
off ANY annual membership! Churches can save on graphics for services
and communications, website design, ShareFaith Kids curriculum, and
more for a whole year! Visit their site to select a plan and save. Sale
ends December 8th.
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Shelby Systems, 7345 Goodlett Farms Pkwy, Cordova, TN
38016 |
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