This module stores information on volunteer staff, individuals and other organizations, and various kinds of contributions and gifts. The use of funds and departments is optional in the design of each chart of accounts. If the chart of accounts that you are working with does not use either funds or departments then you would simply skip over information about these fields in the documentation.
Features and Benefits
•Gift designations: Motivation, Purpose, and Media
•Track giving by individual and by congregation/parish using subdonor feature.
•Track gifts by using Motivation field
•Track gifts by source using Media field
•Deductible, non-deductible, and in-kind (e.g., non-cash) gifts
•Unlimited pledge capability; date-driven pledge management
•Donor information includes general demographics, as well as data specific for receiving gifts: envelope number as another means of data entry
•Reduce data entry requirements with one database
•Relate individuals to organizations
•Manage a variety of gifts: contributions, pledges, gifts-in-kind (e.g., non-cash)
•Analyze funding sources
This Section Includes: