Cyndi Meuchel
Set up your new financial year
1. Add a new Financial Year Add a new financial year by clicking the Financial Year dropdown in the upper left and selecting Add …
10 Kids Sports Team Building Activities
Handling leftover fundraising gift cards that your group is selling
Does your group sell gift cards as a fundraiser? Learn how to track those in MoneyMinder.
Ways to Grow Your Lions Club Membership
Creative ways to utilize the Documents feature
The Documents area allows you to upload & store forms and records for your group. This article shares ideas & tips for how you might effectively use this feature.
Applying Obligation Templates to individual Contacts and in bulk
Watch Video After you have set up an Obligation Template, it can be applied to an individual contact or multiple contacts at once. Apply …
How to make an Obligation Template
Watch Video Click the Contacts icon in the sidebar. Select Obligation Templates. Click on Add Obligation Template. Select the activity account type from the …
22 Ways to Use the All New MoneyMinder Store Feature to Collect Payments
Mobile card readers for your Store
Accept point-of-sale payments at your events. Details here.
Setting up a Custom Store
Set up your Store and start accepting payments, donations, dues, and more immediately. Payers can pay vis e-check or credit card. And payments feed directly into your MoneyMinder account.
MoneyMinder Named in Capterra’s Top 10 Most Popular Budgeting Software
PTAs Can Help Prevent the Summer Slide by Keeping Parents Engaged During Break
Meet the Volunteer: Carla Olivo
Try This Simple Budgeting Process for Your Nonprofit Organization
Happy 17th Anniversary to Us! A Look Back at Our First Year…
8 Plug & Play Online Fundraising Tools for Nonprofits
Small Nonprofit Leadership: 10 Strategies for Success
National Volunteer Week: 6 Ways to Give Thanks While Social Distancing
Quarantine Coffee Chat [Video]: Tools for Keeping Your Group Moving Forward
Nonprofit Management in the Face of the Coronavirus Crisis
The Ultimate List of COVID-19 School Closure Activities for Kids
16 Steps to Prevent Nonprofit Embezzlement
Attracting Awesome Volunteers
3 Ways to Get More Millennials Volunteering for YOU
Creating a Calendar event
Use the Calendar feature to keep track of important activities, events, and deadlines.
Recruiting a New Generation of Members to your Kiwanis Club
HOA Tax Return Guide
How to Create & download statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be done individually, …