ParishSOFT Tips & Tricks

EOY Contribution Statements and Data Cleanup Instructions

ParishSOFT Tips & Tricks, Technology Tips & Tricks
Jan 06, 2022 by dwolf
As we come to the end of 2021 and move into 2022 I am sure we are all itching to get our year-end statements wrapped up and out.  The IRS does recommend a detailed contribution statement be sent and on the statement, you should have some sort of language that indicates that no goods or services were provided by the organization. With that in mind, we have put together a couple of how-to articles for you.  We will post these out on the Web Portal for easier access. ParishSOFT EOY Resources View Active and Registered Parishioners – This article will walk through how to apply various filters to see which parishioners in your database are registered/not registered, active, deceased, inactive, etc and make sure all is accurate as possible. Generate…
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Parishsoft RoadShow Des Moines, IA September 11th, 2018

ParishSOFT Tips & Tricks
Aug 06, 2018 by
Dates: September 10th and 11th Where: Des Moines, IA Agenda Workshops Step 1: Register for the one day conference on the Parishsoft Road Show website below. You will be prompted to pay $25/person. If you prefer to send a check, you can exit out at the end of the registration on the payment section and send a check directly to Parishsoft.   Register Today! Step 2:  Transportation and Lodging Questionnaire -- be sure to complete the survey so we have an accurate head count for bus ride and lodging. We cannot rent a bus if we have less than 20 people so be sure to REGISTER!    Transportation and Lodging Questionnaire The bus will depart from Sioux Falls Cathedral west parking lot at 2pm. Please arrive by 1:30 for loading the van in the Cathedral…
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Anniversary Mass

ParishSOFT Tips & Tricks
Feb 23, 2018 by
Parishsoft CN Family Suite can provide you with Anniversary Mass Invitees. Please see the attached handout to generate your list to be emailed as a csv file to tgeiver@sfcatholic.org Terri Geiver. Thank you. Anniversary Mass
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ParishSOFT 4.3.7 Update, Online Giving SEP

ParishSOFT Tips & Tricks
Jul 21, 2016 by wpadmin
Please take time to watch the video of ParishSOFT updates / release notes for 4.3.7.   [embed]https://vimeo.com/167474470[/embed] There are approximately 15 parishes that utilize an online giving solution in our diocese (that I know of). ParishSOFT is pushing hard to sell its platform CN Giving. While it will have a direct connection into CN Family Suite, there are some missing features: namely managed givers. PLEASE contact me prior to committing to an online giving solution. I have researched MANY platforms (approximately 20 different products) and believe the diocese will settle on a platform within the week. Once we decide on the product, we will negotiate the rates and pass the savings onto the parishes. Giving electronically continues to increase ­­ parishes should embrace the technology and recognize the ease in…
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Zero Givers Report

ParishSOFT Tips & Tricks
Apr 11, 2016 by wpadmin
It is that time of year to check who had not given to a particular fund. You can find this list quickly by running your Contribution Statement Report for the fund. [icon name="file-pdf-o" class="" unprefixed_class=""]View Zero Givers Report pdf
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Phishing Emails and Matrimony Records

ParishSOFT Tips & Tricks
Feb 16, 2016 by wpadmin
Many of you have met Adam Staebell in the Technology Office. He has put together a few tips on ways to avoid phishing emails and malicious links. These are GREAT tips! Please read through so you understand HOW your computer is attacked and HOW to protect yourself. Contact Adam Staebell at 605-988-3783 or email astaebell@sfcatholic.org if you suspect a virus or need clarificaiton. [icon name="file-pdf-o" class="" unprefixed_class=""]View Phishing Emails and Matrimony Records pdf
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