Get Ready for Your End of Year Tasks

It’s hard to believe it’s already December! The New Year will be here before we know it. As we prepare for the New Year, there are many tasks and processes that need to be performed to close the current year.

In the 4^th Quarter Miniseries (now known as the Altru Masters Workshop), we covered a range of topics from sending EOY appeals to reporting on EOY revenue. We also covered topics like creating new fiscal years and setting up recognition programs for your constituents.

If you missed this quarter’s miniseries, no worries! We recorded all the sessions and posted the notes to the Altru Training Class page. To watch an episode now, click the link below:

Episode 1: Appeals and Segmentation

Episode 2: End of Year Reporting & Analysis Part I

Episode 3: End of Year Reporting & Analysis Part II

Episode 4: Recognition Programs

Thanks to all who attended and participated in the Altru Miniseries this year. Stay tuned for the next set of classes in 2014 for the Altru Masters Workshop. See you soon and happy New Year!