How To Manage Giving
Manage both online and offline donations through your database (ChMS). Integrate or easily import contribution records to centrally report on the money given. Additionally, use the Forms tool after completing the integration steps to create donation or event registrations.
Timely Tips: 3 Easy Ways to Simplify Online Giving and Reduce Cost - Read More...
Overview
- How to Input Contributions
- How to input or edit individual contributions
- Non-Cash Donation Tracking (Gifts-In-Kind)
- Import Giving
- Triggers for Giving
- Check Scanning
- Transfer a Single Giving Donation
Major Family Events
Pledges
- Pledges - Overview and Campaign Setup
- Enter Pledge Information
- Input Giving towards Pledges - Batch
- Input Giving towards Pledges - Individual
- Check Pledge Status (Individual)
- Pledges - Giving Letter Template
Reporting
Maximize Online Giving Integration
- How To Integrate Online Giving With Your Database (ChMS)
- How to display Online & Offline Gifts in your Giving Portal
- How To Resolve Sync Errors
- Sync to Financials
Giving Statements
- Year-End Statements
- Including Multiple Individuals on a Giving Statement
- Customize your Giving Statement
- Non-Cash Donation Tracking (Gifts-In-Kind)
- Giving Statement Success Tips
- Emailing Giving Statements
- Printing Giving Statements
- Print an Individual's Giving Statement
Troubleshooting
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A central place for help material and other resources that are available to maximize your use of the software.
Alternate search terms: giving, give, data, entry, import, donations, pledge, reports