Giving & Pledges FAQ

Frequently asked questions about logging donations, generating contribution statements, and tracking online payments.

How do I correct a mistakenly logged cash donation?

If an entry error occurred in the manual ledger:

1. Navigate to Giving > Donation Ledger.
2. Search for the transaction by date, amount, or donor name.
3. Click the transaction row to open the details card.
4. Click Edit Entry.
5. Update the amount, designated fund, or envelope number, and click Save.
6. The system records the update, adjusts the fund totals, and updates the donor’s year-to-date contribution statement instantly.

How do we handle donor profiles for couples who file taxes jointly?

To compile joint tax statements:

• Household Connection: Ensure both members are registered in the same household profile.
• Toggle Joint Statements: In the household settings page, toggle Issue Joint Contribution Statements.
• Combined Receipts: When enabled, all donations logged under either spouse’s profile are combined onto a single annual tax statement issued in both of their names.

Can members download past years’ contribution statements?

Yes. Members can access their complete giving history:

1. Log into the member portal and navigate to the Giving tab.
2. Select the Tax Statements section.
3. Choose the desired tax year from the dropdown menu (e.g., 2024, 2025).
4. Click Download PDF to retrieve the official, tax-compliant document. Past statements remain archived and downloadable as long as their CRM profile is preserved.

What happens when a recurring pledge campaign ends?

• Pledge Goals: Pledges track commitment amounts over a set date range.
• Campaign Expiration: When the campaign date range passes, the pledge status updates to “Completed.”
• Review Ledger: Administrators can run a report showing the completion rate (pledged vs actually given) for all participants.
• Renewal Campaigns: Admins can roll over existing pledges or invite members to submit new pledges for the upcoming campaign year.