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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 January 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:
- Use
Interactions to Close the Backdoor in the New Year
- Skip
the Line in January
- A
Complete Guide to Digital Forms for Churches
- Quick
Links to Year-End Help
- Education
Corner
We are here
to serve you as you serve in your ministry. Have a blessed day and
enjoy the newsletter!
Please note
that our offices will be closed in observance of Martin Luther King,
Jr. Day on January 17th.
Steve
Pruitt
Steve.pruitt@shelbyinc.com
General
Manager, Shelby Systems
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Use Interactions to Close the Backdoor
in the New Year
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Are you
interacting with your members? We hope so. Did you know you can use
your database to track your connections and interactions with those in
your faith community?
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Too often,
individuals in our churches feel disconnected or that no one cares.
That is the opposite of what we are called as the body of Christ to do,
so here are some tools to help keep up with member interactions and
contacts.
While we are
often aware of keeping the “front door” of welcome open to the community,
closing the back door means following up with those members or regular
attendees who might be slipping away because they may not be feeling a
link with the community of Christ.
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January holds
New Year goals, excitement, and a slew of important tasks for Ministry
Administrators. Since many of these responsibilities are done once a
year, many of our customers reach out for assistance from our Support
Team in January. We love connecting with you in this time, but also
know you have a lot to accomplish and deadlines to meet. Do you know
all the ways you can reach out to our team and find resources?
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The Community
is your main source for self-help information and an avenue to
communicate with other Shelby users to help you and your staff to be
more efficient in your ministry.
Visit Shelby
Community
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Training is
integral to success with our products. Prefer one-on-one assistance
with a trainer? We have several paid options available. In Application
Help Documents is available in all our platforms. You will find a
question mark icon in the upper right corner of the screen where you
can find a searchable index of step-by-step how-to articles.
Visit Training
Options
Email training@shelbyinc.com
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To ask a
quick question or get detailed instructions on a particular task, shoot
us an email and you'll receive a response within 48 hours.
Email support@shelbyinc.com
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Chat live
with a Support Representative and quickly obtain the answers you need.
Get Online
Support/Chat
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As always,
our team is just a phone call away if you need us. We will be hard at
work to serve you well and keep the wait to a minimum.
Support is
available Monday-Friday 7:00 AM to 6:00 PM CST.
Toll-free
1-888-697-4352
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A Complete Guide to Digital Forms for Churches
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Forms are
integral to collecting information for your people and building a
database that can help your church nurture relationships with those who
attend and participate in church services and events. Some people still
enjoy filling out paper forms to register for a church event, and some
church staff don’t mind taking the time to enter that information into
a computer or filing it away in a dusty cabinet.
However, as a
church leader, you may be frustrated with losing those hard copies or
having to manually input duplicate information that takes up more time
than you probably have. Technology can make your administrative life
easier by coordinating processes and simplifying tasks. Learn how you
can build and implement your forms in ways that optimize your time and
engagement with your people.
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P.S. If you
missed out on our Winter Forms Showcase Series, you can still catch the
replay to see what the latest and greatest forms features
are!
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Quick Links to Year-End Help
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Our support
and training teams have consolidated a number of resources, (including
blogs, videos and documentation), that will be helpful as you prepare
for Year-End. If you are processing W2s, 1099s, contribution
statements, creating another financial year, entering budgets, etc.,
please take a moment and review.
Here are a
few of the topics included:
Our team also
put together this free Ministry Toolkit that comes jam-packed with
resources to help you put a stamp on 2021 and get ready for 2022!
Year-End
Tips (Ministry Toolkit)
Year-End Procedures
Virtual Workshops
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Upcoming Webinars
Advance
Your Knowledge Webinar: 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.
You don’t want to miss this FREE webinar! Register now
and reserve your spot.
Wednesday, January 12
2:00-2:45 pm (Central Time)
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Workshops
Year-End
Procedures Virtual Workshops
Are you ready
for Year-End? If you are not ready or you just need a refresher
course, we still have some upcoming Year-End Procedures Virtual Workshops available,
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.
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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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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Shelby Systems, 7345 Goodlett Farms Pkwy, Cordova, TN
38016
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