BIPS TIPS
1-Scanning and Archiving Documents in BIPS
Did you know that you can use BIPS as your document storage facility for each estate, eliminating the need to keep the paper file once the estate is closed?
2-Modifying and/or emailing reports in BIPS.
By opening the report in the report preview window, it's easy to create an email-able version of any report in BIPS.
Introducing BIPS SE!
BIPS users have been asking for something exciting, new and revolutionary in the way of Planned Giving software and now the wait is over!
Another Happy BIPS User!
Beverly Schreck, Manager of Major Gifts and Planned Giving at Project Hope
"I thoroughly enjoyed BIPS training class. If there is a way to make planned giving administration and marketing entertaining, Susan DameGreene can do it. You will receive a thorough understanding of the mechanics of BIPS as well as a better understanding of just how your organization will benefit by using BIPS to track, report and collect realized bequests and forecast future planned gifts. As someone who runs a one person Planned Giving Department, I came away with a better understanding of how to collect and how to market planned gifts to our donors.
With BIPS, I can see exactly where I am in any estate as well as plan my work so I am up to date with all the collections and reporting for realized Planned Gifts. BIPS is quite valuable to me and is vital part of my success here in Planned Giving. "
BIPS Training News!
Check out photos from the September 13-14 training session in Salem!
Upcoming 2008 Trainings