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eGuides & Templates


eBooks & Inspiration

An Introductory Guide to In-House Tuition Management

This guide was designed to help schools better understand their tuition management options, enabling them to make more informed decisions about their own tuition programs. 


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7 Online Payment Forms to Increase Fundraising

Your online donation forms have a huge impact on giving. Learn how to optimize your forms and see examples of successful ones.


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A Practical Guide to Online Fundraising

This three-part guide looks at creating, managing, and improving an online fundraising program for your school.


Part One Part Two Part Three


ACH Processing and Reconciliation Guide

Learn about reconciling ACH payments and the processing behind it.


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A Powerful Purchase Card Program

Learn the seven steps for implementing a purchase card program at your school.


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Tuition Processing: A Beginner’s Guide

This guide is designed to help you develop the tools you need to successfully implement ePayments at your school.


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Create Your Independent School’s First Auction

Looking to raise funds for your school? An auction is a great way to get the community involved and giving.


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Purchase Cards: A Beginner’s Guide

Looking to implement a purchase card at your school? Follow our eGuide to ensure it’s a success!


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5 Tips for Hosting a Successful Auction

Learn how to Master the art of asking for donations


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Templates & Tools

Fundraising Marketing Campaign Template

Are you planning a new school fundraiser? Use this customizable planning template to ensure success!

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Fundraising Marketing Campaign Tracker

Now that you’ve planned your school fundraiser, it’s time to ensure it’s successful. Use this tracker to measure success.

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Cheat Sheet: Inside Purchase Card Policies and Guidelines

Need to develop a policy and guidelines for your purchase card program? Include these categories and topics to ensure your program is successful.

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School Event Planning Checklist

Planning an event at your school? Simplify your process with our event planning checklist.

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Template: Credit Card Data Policy

Develop a Consistent Campus-Wide Data Security Policy


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Fee Assessment Worksheet

Determine if your school should assess credit card fees


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Research White Papers

Effective Electronic Payments: Begin with the End

Get the background, knowledge, and tools you need to manage your school’s electronic payments


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E-Payment Plans and Options for Today and Tomorrow

Learn about all the electronic payment options in schools today


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5-Step Plan for e-Payments at Independent Schools

Learn how to streamline, consolidate, reduce risk, and save campus wide


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PCI Compliance at Independent Schools

Learn how to maintain a PCI Compliant environment at your school


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