Activating 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!
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. Here, you can also choose 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 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 or make changes to their online giving 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. 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.
