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We hope that
you enjoy reading our newsletter each quarter as we keep you "in
the know" regarding our platforms and services. The January 2023
edition includes some tips that we hope will help you grow your
ministry and minister to your congregation.
In
this quarter's newsletter we'll cover:
- Seven
Resolutions for the New Year
- Take
the Hassle Out of Sending Giving Statements – Are You
Prepared
- Helpful
Year-End Resources
- New
Cost-Effective Options for Training Workshops
- Ways
to Save During the New Year
- Education
Corner
We are here
to serve you as you serve in your ministry. Have a blessed day and
enjoy the newsletter!
NOTE: Our
offices will be closed on Monday, January 16, 2023, in honor of Martin
Luther King Jr. Day. Our team will resume regular business hours the
next day on Tuesday, January 17, 2023.
Steve
Pruitt
Steve.pruitt@shelbyinc.com
General
Manager, Shelby Systems
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Seven Resolutions for the New Year
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As you begin
the new year, here are seven opportunities to add to your resolutions
to put your organization in a better place as you roll into the new
year!
Invest
in your education
See all the classes and webinars at the bottom of the newsletter in the
Education Corner section where you can Advance Your Knowledge with
great tips and tricks...
Click below
to read the full article.
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Take the Hassel Out of Giving Statements
Are You Prepared?
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Yes, it is
important to provide donors with a record of their donations and
required for those who gave over $250 in a single gift. Even more
important, is thanking every
giver and sharing the impact of their support.
Some
things to remember:
- Consolidate
your giving for those who may have giving by both spouses when
they are giving as a couple.
- Make
sure all online gifts are downloaded (synced), and any duplicate
donors are combined
- Confirm
your statement design
Here is a
link to some excellent help designing your statement and assessing
whether your message is clear, impactful, and encouraging.
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Helpful Year-End Resources
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As you prepare to
finish the old year and begin the new, there are several things to
remember beyond resolutions and putting away the Christmas
decorations...
Click below
for more information!
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New Cost-Effective Options for Training Workshops
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We have had a wonderful response to our Virtual Training
Workshops, the 101 level (for a foundational look at the basics), and
201 level (for those needing a bit more beyond the basics).
More cost saving options have been added when choosing
the 101 Virtual Training Workshops (both Financials and
Non-Financials). These will take less of your precious time and cost
less, while still covering the basics in a solid way.
Now choose just one course or the whole bundle. If you
just need to learn about Forms, or just want to cover General Ledger,
then you can choose to select just a single two-hour session, pick a
couple or bundle the whole package for the best savings.
Click below
to sign up for the either 101 Non-Financials/Financials or 201
Non-Financials/Financials!
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Ways to Save During the New Year
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As we usher
in a new year, many churches are looking for ways to save money and
operate more efficiently.
Here are just
a few of the many ways you can use technology to save money and operate
more efficiently. We hope this equips and empowers you to maximize your
ministry impact in the coming year!
Click below
to read more...
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Advance Your Knowledge Series
Previous webinar recordings and slides are available on
the "Home" page of the Shelby Community. While you are there,
register for an upcoming FREE webinar! Reserve your spot today!
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Year-End Procedures Virtual Workshop
Are you ready for Year-End? If you are not ready or you
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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Shelby Virtual Training 101 Workshops
The 101
Virtual Training Workshops are designed for new ChMS or
ShelbyFinancials customers, users who need a refresher course, and/or
existing customers who change staff positions. These two workshops are
two hours daily over four days in two subsequent weeks (Non-Financials
and then Financials). You can purchase sessions separately or as a
bundle.
Each
workshop:
- Is
offered online as an interactive lecture style Zoom session
- Is
limited to 15 attendees
- Includes
a detailed step by step workbook (available as a PDF
download)
Each 101
workshop will run from 10:00 AM – 12:00 PM (Central Time).
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Shelby Virtual Training 201 Workshops
If you are
beyond the basics in Financials or Membership and want to learn deeper
skills, connect in an online classroom of participants and an
instructor to replicate a workshop experience without leaving your
office.
These workshops are offered from 1:00 pm – 3:00 pm on
select Tuesdays (Financials) and Thursdays (Non-Financials).
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Shelby Systems, 65 Germantown Court, Suite 420,
Cordova, TN 38018
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