Find training videos for CMS compiled here. Food Pantry Click here to view the entire CMS TRAINING PLAYLIST View Select Topics Administrator Administrator Tasks Adding Vendors to Drop-Down Menu Adding Volunteer Hours & Mileage Other Tasks Conducting Searches Managing Vendor Lists Case Management Case intake "New" Case Intake "Returning Individual" Entering Assistance for Neighbor in Need Treasurer Approving Pledges & Check Requests Closing Month & Reports Adding Credits & Debits Pantry Closeout training Pantry Closeout for Existing Clients Entering Casework Info Converting Pledge to Check Request

We have 59 parish-based Society chapters called Conferences with over 1,900 combined volunteers. Be part of our mission by joinin. CMS Support Watch Training Videos CLICK HERE Login CMS Need user guides? Scroll down for more resources. Have a question? Send an email to AskCMSCommittee@svdphouston.org USER GUIDES Food Pantry Pantry Closeout Instructions Administrative Client Merge Instructions Case Management Case Intake & Worker Instructions Case Intake Training slides Casew orker Training slides Treasury Converting a pledge to a check request Issuing a check

We have 59 parish-based Society chapters called Conferences with over 1,900 combined volunteers. Be part of our mission by joinin. Case Management System Benefits: Automate and simplify the filing of Monthly Conference Reports and provide cons istency in reporting among all Conferences in the Archdiocese. Maintain records of all assistance provided to neighbors in need for tracking and simplified audits by the Council. Compile demographic and financial data to use in obtaining funds. Simplify bank account reconciliation. Simplify Food Pantry reporting. CMS 4.0 Browser Edition Supported Operating Systems (OS): Windows 8 or Higher, Mac OS, iPadOS, Android, Chrome OS It is highly suggested that you bookmark the CMS 4.0 direct link or this page for quick access What's new? CMS Release Note v4.1.011 Situation tab is only two forms instead of three. Attachment can be upload at any point in the visit flow The "Merge" button has been moved to the left to avoid accidental activation. Option to navigate and review cases before auto-closing Contact AskCMSCommittee@svdphouston.org Watch Training Videos Login CLICK HERE CMS Need user guides? Scroll down for more resources. Have a question? Send an email to AskCMSCommittee@svdphouston.org Case Management Case intake & Worker Instructions Case Intake Training slides Casew orker Training slides Treasury Converting a pledge to a check request Issuing a check USER GUIDES Food Pantry Pantry Closeout Instructions Administrative Client Merge Instructions

We have 59 parish-based Society chapters called Conferences with over 1,900 combined volunteers. Be part of our mission by joinin. Our Services 1 Service Name Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book. More Info 2 Service Name Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book. More Info 3 Service Name Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book. More Info Case Management Case intake "New" Case Intake "Returning Individual" Entering Assistance for Neighbor in Need Entering Casework Info Converting Pledge to Check Request Administrator Administrator Tasks Adding Vendors to Drop-Down Menu Adding Volunteer Hours & Mileage Treasurer Approving Pledges & Check Requests Closing Month & Reports Adding Credits & Debits ENTIRE CMS TRAINING PLAYLIST Food Pantry Pantry Closeout training Pantry Closeout for Existing Clients Other Tasks Conducting Searches Managing Vendor Lists

SVdP Galveston - Houston's Development team has compiled these fundraising resources for conference and Vincentian's use. Fundraising Resources Found Another Grant Opportunity? Donor Acknowledgement Thank You Letter Template Council Funding Opportunities Unrestricted Funds Application Underserved Communities Initiative External Funding Opportunities Walmart Spark Good Instructions Walmart Spark Good Form Amazon Wish List Creation Employer Donation Matching* *Select "Employer Matching" option Miscellaneous Upcoming Council Fundraiser Materials Council's Fall Appeal Materials Ethics Donor Bill of Rights Code of Ethics Marketing Materials General Print Materials Ways to Give Brochure (Trifold) Ways to Give Brochure (Half Page) Printable CC/ACH Donation Form SVdP Branding SVdP Houston Letterhead Logo (Vector File) Logo (Transparent PNG) Legacy Society Materials Bulletin Announcement Text One Page Info Sheet What is Legacy Society? FAQ How can I ensure donations intended for my conference are sent to us? Donors can direct funds to your conference in a number of ways depending on the donation method. As long as your conference's name is included in some way, our office will direct the funds as indicated. **Note** Donations made from your conference's online form are automatically assigned to be sent to your conference without any further action needing to be taken. For employer matching donations, if the original donation being matched by the company was directed to your conference, we will also automatically direct the resulting matched donation to your conference. If you or your donors have any questions or concerns, you are always welcome to reach out to our office at development@svdphouston.org. How can my conference get its own online donation form? Just reach out to us at development@svdphouston.org! We will be happy to set that up for you. How long does it take for money to be transferred from council to my conference? This depends on a number of factors. It can take up to five business days from the date of online entry for gifts to be deposited in your conference's bank account. The speed of the bank's operations, holidays, and other factors can all extend that timeframe on occasion. Do you have any other questions or suggestions for us? We love to hear from y'all! If you have any questions or any ideas for resources that you'd like to see added, please reach out at development@svdphouston.org !

Society of St. Vincent de Paul Archdiocese of Galveston-Houston is a non-profit, faith-based organization comprised of more than 1700 volunteer members of parish chapters, known as Conferences, that provide social services to people in crisis and on the journey of escaping poverty. Going to those in need since 1871 CONTINUE OUR MISSION $12.4M Direct Aid Provided 115K People Served > 1.9K Volunteer members 10 Counties Served

Follow the Society of St. Vincent de Paul Archdiocese of Galveston Houston on all social media! SVdP AGH Website Volunteer Donate Disaster Relief In-kind Donations

Support our 2026 Black Bag Campaign to end the poverty gap in Galveston-Houston! ← back to homepage

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