Adding a new giver
Through giving profiles of your church members you are able to manage giving pledges, donations and Gift Aid reclaims (UK only) more easily.
A "Giver" is essentially a giving profile for one of your church members. By looking at a "Giver", you can see which donations they have made and into which funds, whether they've signed a gift aid declaration and which giving pledges they've made. You can also track the progress of giving pledges.
To create a new Giver, simply go to "Giving" > "Givers" and click the "Add Giver" button in the top left corner of the screen.
On the "Add giver" page, select between whether your new giver is "In the Address Book", in which case you can search and link the Address Book contact to the new giver profile - this will also save you time by auto-populating all the giver profile contact information...
...or "Not In the Address Book", which will allow you to complete the contact information you have.
The giver profile must be set with an "Active" status in order to have donations set against it. A Giver Reference can be specified (perhaps based on your own existing numbering system), or a reference will be automatically assigned by ChurchSuite.
Note the option to specify whether the giver profile represents a couple. By default, giver profiles represent an individual. Ticking "Couple?" will display the spouse/partner details. If the giver profile is "In the Address Book", the spouse details > first name and last name will only be populated if the spouse/partner is linked by relationship status in the underlying Address Book contact (see example in image below)
If the giver profile is "Not in the Address Book", the spouse details > first name and last name will be empty and can be manually completed.
For UK churches, they can also specify the Gift Aid split between the giver and the spouse/partner
When you're happy with the Giver profile information you've entered, click "Save Changes".