Managing the My Giving section in My ChurchSuite
The My Giving section of My ChurchSuite enables members to view their historic donations, add pledges and, for UK customers, add and manage their Gift Aid declarations. For those with My ChurchSuite access, the My Giving section can greatly increase the financial engagement of your members and save admin time, too!
New accounts will have My ChurchSuite access to My Giving enabled by default. To review this setting within your account, head into the Giving module's Settings and click on the My ChurchSuite Options tab. In the Settings section, click Edit to enable My ChurchSuite access, if access is not yet enabled.
Here, you can also choose other My Giving options, including whether access to My Giving is given to Only existing givers - by default, access is granted to Anyone with My ChurchSuite access. You can also optionally further Restrict My Giving access to tagged givers.
The remaining My ChurchSuite options can also be configured. Optionally customise the My Giving menu Navigation label to rename the area and add any custom Welcome Message to be shown at the top of the My Giving page. Click Edit to make changes.
Click Edit to Enable pledge management. If disabled, givers cannot self-manage pledges or make changes to any recurring online donations from within My ChurchSuite. You can optionally add a message shown at the top of the Pledges section. Click Edit to make changes.
For UK customers only, contacts with My ChurchSuite access can add and manage their Gift Aid Declarations. Check the setting marked Enable declaration management and Allow new declarations to be added. To comply with HMRC Gift Aid requirements, givers can only add a declaration if they have a valid UK address recorded in the My Details section of their My ChurchSuite profile. Optionally add a message shown at the top of the Declarations section on the My Giving page. Click Edit to make changes.
You can find more information on how contacts with access to My Giving can use the area in our related article, My ChurchSuite - My Giving.