Introduction for Administrators

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Congratulations, you are now a Giving Administrator! If you have completed the initial setup of your Giving account, this article is for you. This guide provides an overview of the main Giving concepts to give you a better understanding of how Giving works and what's involved in administering your account.

Note

See the Permissions article for information on additional user roles.

Online and In-Person Donations

With Giving, you can track both online and in-person donations. Online donations are given via Church Center, text, or an external Giving platform . Funds can be used to designate giving for different ministries.

Funds

A default fund is created when you set up your Giving account but you can add additional funds at any time to designate donations for a specific purpose (such as foreign missions or a building fund).

By default, funds are visible to online and text donors, and you can also designate the fund to be available to Admins only.

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When creating batches , you can designate a default fund for the entire batch or designate each donation to a different fund.

Church Center

Church Center is an online giving portal that's included with your Giving subscription at no extra charge! Church Center allows your church members to donate to your church, get church information, and manage their profile from both the web and the Church Center app for iOS or Android.

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From their Church Center donor profile , all donors can access their donation history and statements. They can also set their email receipt preferences and adjust recurring donations. At a donor's request, Admins can also update a donor's profile .

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Tip

The Help Donors Give Online article has some great tips for sharing Church Center with your congregation and helping them with common questions.

Processing Donations

Online and text donations are processed through Stripe . Part of the Giving setup process is to create a Stripe account or connect an existing account to Giving. Make sure to keep track of your Stripe login information after setting up your account.

Tip

You can find information about your Planning Center account and connected Stripe account from the Stripe Info page in Giving.

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In-person cash and check donations, along with donations given through external payment sources, are added to Giving via batches.

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Bookkeeping

Giving won't replace your general ledger, so you'll still need a basic bookkeeping software to handle your payable and receivable accounts.

However, we advise against keeping every individual donation in your general ledger. Instead, use journaled entries in your general ledger to record Stripe payouts and donation batches.

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Tip

See this article on Bookkeeping for tips on entering donations from Giving to your general ledger.

Reports

The following reports are available in Giving:

  • The Giving dashboard allows you to view donations, new donors, and labels or funds in the date range you specify.

  • Donations can be filtered by Stamp, Label, Fund, or Payment Source on any page that includes an itemized list of donations in Giving.

  • You can create a list of donors according to criteria such as amount donated, fund type, or recurring donor status.

  • Use Stripe payout reports to reconcile Stripe deposits (called payouts) to your bank account or general ledger.

  • You can generate statements in Giving and email them to your donors or print them out and send them by mail. Donors can access statements from their Church Center profile. .

Training and Support

If you want to dive in a little deeper, we have created a training video that will continually be updated. It's an hour long and has chapters for you to jump around easily. It also links to all of our articles throughout the video.

If you need any help as you're getting started in Giving, we're here to help you! Use the ? at the top right of every page our app to find help articles or open a ticket with our support team.

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Note

When emailing the support team, be sure to include specifics about what you're working with. This might include the email address of the donor or the date of the payout or batch you're viewing.

See the following articles for information on:

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