How do I administer Giving & Pledges?

Created by Tim Ramsey, Modified on Sat, 29 Aug at 8:11 PM by Tim Ramsey

This is where your church sets up funds, runs pledge campaigns, and produces the statements members ask for. Managing it in one place means campaign progress is always current, gifts land against the right fund, and year-end statements come out of the same records rather than a rebuilt spreadsheet. Use it when you launch a campaign, add or retire a fund, or work through statement season.

Start at More > Admin Tools, then open Giving & Pledges. The required permission may be needed before this tile appears.

Admin Tools

Admin Tools

Steps

  1. Tap More in the bottom navigation.
  2. Tap Admin Tools under Administration.
  3. Tap People & Engagement, then tap Giving & Pledges. You can also enter Giving & Pledges in Search Admin Tools.
  4. Open the donations, funds, pledge campaigns, or statements area you need.
  5. Create or update the record, review the financial details, then save.

If the tile or an action is missing, ask a network administrator to review your permissions.

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