Contribution Procedures Walkthrough

👤 Trainer

Kim Gill

📄 Class Topics

Linking Contributions to Accounting

Giving Funds

• Creating Giving Funds

• Creating Giving Sets

• Non Tax-Deductible Gifts

Giving Unit Codes

• Loose Offering Giving Code

• Visitor Giving Code

• Updating Giving Unit

Recording Contributions

• Batch Contribution Entry

  • Special Offerings

  • Gifts-in-Kind

  • Mass Contribution Edit

• Contribution Records

  • Used for other payment processors besides Engage Giving

  • Used for returned deposit items

Memorial Gifts

• Activating Memorial Gifts/Contribution Link

  • Recording Memorial Gifts as contributions

  • Recording Memorial Gifts not as contributions

  • Using Memorial Gifts

  • Memorial Gift Reports

    • Reporting Gifts to the Designee’s Family

    • Memorial Gifts Given Report

    • Memorial Gifts Used Report

    • Memorial Gift Labels

Contribution Procedures

• Transferring Contributions between Giving Units

  • Transferring vs. Merging Giving Unit Records

  • Transferring Contributions from a Visitor Giving Unit Record

• Giving Unit Email Maintenance

Contribution History

• Creating/Updating Contribution History

Pledge Preferences

• Terms

Giving Funds

• Importance of separate Giving Fund for each Pledge Year

Pledges

• Establishing Pledge Funds/Pledge Setup

• Entering Pledges

  • Actual vs. Projected

  • Initial Amount

  • Frequency

• Pledge Changes/Cancellations

Pledge Reports

• Pledge Listing

• Pledge Letter Notice

• Pledge Comparison

  • Actual vs. Pledge

  • Pledge by Month

📁 Related Resources