ChurchSuite's giver profile functionality includes the option to specify that a giver profile is a "couple" giver. This article explains the intended functionality of this feature and when to use "couple giver" profiles.
Overview of the intended functionality
While each of your givers will likely have their own giver profile in the giving module, it's common for many couples to give as a couple i.e. they give one amount representing their joint giving. To cater for this scenario - and to avoid one partner appearing as a "non giver" in your Giving module reports - you can designate a giver profile to be a "Couple giver" profile.
Linked and unlinked givers
For a linked giver - a giver who is linked to their Address Book profile - the Address Book contact's linked spouse is determined to be the other half of the couple giver profile - this cannot be changed.
For unlinked givers - a giver who is not in your Address Book - you will be able to specify the couple giver's spouse name.
Note that it is not possible to create a linked couple giver profile with an unlinked spouse - you must add the spouse to the Address Book in order for the system to detect the linked giver's spouse name.
UK customers will be required to specify the Gift Aid Split that the couple has specified in the Gift Aid Declaration. It's important to remember that the Gift Aid Split is determined by the giver, and not by the church or charity - you should not designate a giver profile to be a "couple" until you have been provided a Gift Aid Declaration that makes clear the desired "split" that the couple wishes.
When producing statements of donations, couple givers will receive a joint statement listing all their couple donations, and for UK customers, the statement will include the Gift Aid Split and the total amount of each giver's Gift Aid.
Couple givers, when viewing the My Giving section of My ChurchSuite, will both be able to view their list of donations. The spouse of a couple giver will also be excluded from the "Non giving contacts" report.
Designating a couple giver
Working within the Givers section of the Giving module, select to Edit the giver. Scroll down the giver profile and tick Couple i.e. this giver represents a couple, not an individual.
If the giver is linked, their linked spouse name from the Address Book will be pre-populated into the form. In this example, Gemma is linked to Peter in the Address Book (with a marital status of "Married").
If the giver is unlinked, the spouse First Name and Last Name fields will be blank - simply enter the giver's spouse name.
For UK customers, where Gift Aid is applicable, specify the giver's Gift Aid Split, as provided by the giver or as stated on their joint Gift Aid declaration.
For UK customers, this Gift Aid Split is always surfaced when adding a donation for a couple giver, with the option (where the giver has expressly requested) to change the split for that one donation.
When producing a Statement of Donations for a couple, the statement is addressed to the couple, summarising their joint donations and the total Gift Aid reclaimable on those donations. The statement also shows the Gift Aid that has been Claimed - which may be different to the amount shown as Claimable - perhaps if some of the claimable donations have not yet been included in a claim. The statement is intended to only show the breakdown of the Gift Aid that has actually been claimed as at the time of producing the statement. For couple givers, this is broken down for each partner based on the total of the underlying Gift Aid Split of each donation.