Gifts, recurring gifts and year-end statements

Every online gift is recorded from what Stripe reports, so nobody types or edits gifts by hand.

What the treasurer sees

The treasurer (or whatever your church calls the role) finds everything in Administration → Giving. Nobody else sees every gift, not even the office.

Gifts received

1. Choose the From and To dates and choose Show.
2. At the top are totals: Given, Fees, Deposited and the number of Gifts.
3. By month and fund shows the totals for each fund in each month, including refunds.
4. Each gift lists every gift with the giver, fund, fees, amount deposited and status. It shows the newest 300.
5. Choose Download spreadsheet to get every gift in those dates as a spreadsheet file.

A gift’s status can be Received, Clearing (a bank gift that takes a few days), Didn’t go through or Refunded.

Recurring gifts lists every repeating gift: the giver, fund, amount, how often, the next gift date and its status. It also shows about how much comes in each month.

Year-end statements

1. Under Year-end statements, choose the Year.
2. Choose Print statements.
3. A print window opens with one page per giver, listing every gift and the total. Print it, or save it as a PDF.

Statements include the tax wording set on the Giving page.

What givers see

• Givers get a thank-you receipt by email when a gift is paid.
• Signed-in members can open My giving to see their own gifts for any year, their recurring gifts, and a Print my … statement button. It shows gifts made with the email they sign in with. Only they and the treasurer can see it.

Changing or stopping a recurring gift

Givers do this themselves. No account or password is needed.

1. On the Give page or My giving, choose Change or stop a recurring gift.
2. Type the email you give with and choose Send me the link.
3. Open the private link in that email. On Stripe’s page you can change your card or bank account, or stop the gift.

To change the amount, stop the gift and set up a new one on the Give page.

If something goes wrong

• A gift is missing from My giving. It was probably given with a different email. Only gifts made with the sign-in email show there. The treasurer can still see it.
• A bank gift shows “Clearing”. Bank gifts take a few days. It changes to Received when it clears.
• A recurring gift shows “Card needs updating”. A payment didn’t go through. The giver can fix it with Change or stop a recurring gift.

More help: /help/trouble-giving-and-kiosks.