We hope that you enjoy reading our newsletter each month as we keep you "in the know" regarding our platforms and services. The November 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 on November 11 in observance of Veteran's Day and on November 25-26 in observance of Thanksgiving Day weekend.

 

In this month's newsletter we'll cover: 

• How to Increase Generosity by Growing Recurring Giving
• How to Give Hope this Giving Tuesday
• 6 Ways to Use Financials' Portal
• Our Gift to You
• Showing the Progress of Giving towards a Campaign
• Webinar Resources 

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 

How To Increase Generosity by

Growing Recurring Giving

As you move through the crash course designed to increase recurring gifts, enjoy videos and statistically-driven articles. Each lesson is packed with actionable tips to grow recurring giving year-round. You’ll also access free email templates and other complimentary materials designed to help you reach your goals.

LESSON #1: Why Recurring Giving?

LESSON #2: How Recurring Giving Works 
LESSON #3: How to Grow Recurring Giving During Year-End

LESSON #4: How to Promote Recurring Giving 
LESSON #5: How to Create a High-Performing Recurring Giving Program

Don't forget to check out the lesson notes for free email templates, guidelines and more! 

Need more help planning your strategy? Schedule a coaching call with our Success Team! 😊

SCHEDULE COACHING CALL

How to Give Hope this Giving Tuesday

We recently held a webinar to share tips and ideas on how your church can use the most charitable day of the year, Giving Tuesday, to promote your mission and opportunities and see more charitable gifts this year. If you weren’t able to make it to our live event, you can still catch the replay and download our free Giving Tuesday toolkit that’s packed with knowledge and resources to help your church this giving season.

GET FREE TOOLKIT

6 Ways to use Financials’ Portal

Shelby Financials provides 6 portals to help you interact with customers and direct reports. Access is given to an individual or organization by setting up “Portal Only” access in Shelby Financials Security. Portal only users do not count against your number of allowed users. 

LEARN MORE

Our Gift to You

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!

Showing the Progress of Giving towards a Campaign People like to feel they are part of a larger campaign and see how well the project is going. You can easily set a giving campaign using a Form to show the goal and the progress towards that goal.
If you would like to show progress in a campaign to raise funds (For example: Funds for a new education wing for the church), then here are the simple steps. You set up a fund to receive the gifts in Shelby Giving, then you set a Fund Goal that you hope to reach.

If you have already created the Giving Form, then you can choose to add the fund to that Giving Form. If not, you can select that Fund when configuring the Form.

When creating the Giving Form, you must click the Configure gear and update the Fund Items in the Properties to Display fund goal on form. This will show the Fund Goal that you have already set and all the giving towards this goal.

Webinar Resources

Webinar Recordings

Things You Need To Know Before Year-End for eFiling Your W2s and 1099s

(October 20th)

WATCH RECORDING	PRESENTATION SLIDES
Advance Your Knowledge: Purpose Driven Forms – Part 2 (Giving, Special Events, and Holiday preparations) (October 27th)

WATCH RECORDING

PRESENTATION SLIDES

Upcoming Webinars Tracking Volunteers Using Worship Planning and ChMS Scheduling Are you having trouble keeping up with your volunteers? Do you need a simple, but effective way to see who needs to show up for regular and special events? We will show how to track and keep in touch with your volunteers through the Scheduling component in your ShelbyNext Membership or keep up with those pulling together a larger event such as a worship service using the Worship Planning tools. Consultants Staci Sampson and Mark Crain will give you great insights into using these tools to keep tabs on those keeping the wheels turning in your organization.  You don’t want to miss this FREE webinar! Register now and reserve your spot. REGISTER NOW Church Accounting Software That Saves You Time and Money Are you manually doing your church accounting or using multiple software solutions for your church finances? Join us for a webinar on November 9 at 12 pm CT to see how Shelby Financials can help you: Achieve real-time visibility into your accounting and finances at your ministry Start saving your church time and money by eliminating manual processes with automation Manage your church accounting from anywhere and anytime. Streamline cash flow management, payroll, general ledger, accounts payable, purchase management, and more. Church accounting is made simple with Shelby Financials! Register now for this webinar to learn more! REGISTER NOW

Shelby Systems, 7345 Goodlett Farms Pkwy, Cordova, TN 38016