Manage gift batches, receipts, and refunds in Microsoft for Nonprofits

This module explores functionality for managing and working with gifts in Fundraising and Engagement. You learn how Fundraising and Engagement handle the processing of gift batches, receipts, refunds, and write-offs.

Learning objectives

In this module, you will:

• Understand the types of gift batches and how to use them
• Understand the purpose of receipt stacks and receipt logs
• Create and generate receipt and thank-you letter templates
• Refund a gift and write off a pledge

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