Finance course

Summary

How to manage promises, process donations and manage Gift Aid Reclaim, with IRIS Donor Strategy and IRIS Member Strategy

Please note: this schedule may be subject to change.

Who should attend?

Fundraisers who enter details of Pledges and promises, including Major Donor Fundraisers, Finance Staff who need to enter Income and perform Gift Aid Claims, Fundraising Managers who enter income or need to know how it is achieved.

Course Location

This course is normally run at our training facilities in London. In certain circumstances it can be run at our Head Office or at your offices.

Course overview

At the end of the course, delegates will understand:

  • Recording Gift Aid Declarations
  • Entering Receipts
  • Attributing Income to others
  • Associating Income to Events and Campaigns
  • Creating Batches
  • Creating a Tax Claim

Course timings

09:30 10:00 Arrival and setup
10:00 12:30 Morning session
12:30 13:30 Lunch and discussion
13:30 15:30 Afternoon session
15:30 16:00 Questions and close

Note: There are regular breaks throughout the day.

Delegate requirements

Lunch is provided; please let us know as soon as possible if you have any special dietary requirements.

Please note that once a course has been booked, we require at least one week's notice for cancellations.

Please click here for pricing and availability.

To book to attend this training course, please email account.management@iris.co.uk.