Contribution Procedures

🗓️ Times / Locations

Monday, Sep 22 | 11:15 - 12:30 Rockbridge Reserve
Wednesday, Sep 24 | 8:15 - 9:30 Barn

👤 Trainer

Roslyn Brittain

📄 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

📁 Related Resources