Activating the My Giving section in My ChurchSuite
The My Giving section of My ChurchSuite enables members to view and manage their donations to your funds, as well as (optionally) create Pledges and add Gift Aid Declarations. This can greatly improve the financial engagement of your members by making it as quick and easy as possible for them to manage their giving. It can also save admin time too!
To activate the My Giving section on your account, begin by heading into the Giving module's settings - the cogwheels icon in the upper right-hand corner of the page...
...and click on the My ChurchSuite Options tab.
In the Settings section, click Edit to Enable My ChurchSuite access and optionally use the Grant My Giving access setting to determine whether access to My Giving will be given to Only existing givers - by default access is grated 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 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 optionally Enable pledge management. Without this option enabled, givers will be unable to manage their online giving from within My ChurchSuite. You can also optionally add a brief customisable message that will be shown at the top of the Pledges section on the My Giving page. Click Edit to make changes.
To enable members to add Gift Aid Declarations (UK customers only) to cover their donations, check the setting marked Enable declaration management. Note: To comply with HMRC Gift Aid requirements, your My ChurchSuite users will only be able to add a new Gift Aid declaration if they have a valid UK address recorded in the My Details section of their My ChurchSuite profile. Optionally add a brief customisable message that will be shown at the top of the Declarations section on the My Giving page. Click Edit to make changes.