With fall upon us, daily life feels like it’s restarting. Now is a good time to make sure your records are up to date. We all know the end of the year will be crazy. Lets save future you time and stress by making sure you have the information you’ll need.
So let’s get your info up to date! The fall change often brings attention to forms needing to be filled out, and papers signed – so while people are already thinking of those things, ask them to give you a quick update of their info too.
Now is the perfect time to invite your community to use your Fresh Vine Portal! By using the Portal, your members can update their own basic personal info, as well as that of their immediate family. Also, a great time-saving perk: they will be able to access their giving statements, saving you time and money. If you have questions about how to get the Portal set up for your community, see our Docs site, or ask us questions via the support system!
Let’s be proactive! There will still be work to do, but our future selves will be thankful.