Less time updating records. More time connecting with people.
Keeping track of your church family shouldn’t mean chasing spreadsheets, searching through separate systems or wondering whether someone followed up.
Giving
Giving & Analytics
Track donations, manage transactions and batches, view analytics, generate donor statements, set up online giving pages and campaigns.
What you can do at a glance
Track donations, manage transactions and batches, view analytics, generate donor statements, set up online giving pages and campaigns.
Giving Analytics
View total donations, average donation, total donors, and new donors for any period. Filter by Today, Last 7/30/90 days, This year, Quarter (Q1-Q4), or a custom date range. Compare periods side-by-side: previous period, same period last year, or any quarter.
Transactions
View all giving transactions in one place. Search by donor name, filter by fund, date range, or payment method. Export transactions to CSV for accounting.
Batches
Group transactions into batches for easier reconciliation. Create new batches, add transactions manually or from imports, close batches when complete.
Funds
Create and manage giving funds (e.g., General, Building, Missions). Assign transactions to specific funds. Track giving by fund in analytics.
Donor Statements
Generate year-end giving statements for tax purposes. Preview statements before sending. Email statements directly to donors or download PDFs.
Giving Importer
Import giving data from CSV files. Map columns to fields (donor, amount, date, fund). Review and validate before importing. Update existing records or create new ones.
Online Giving Pages
Set up online giving through Simple Giving Pages. Connect payment processors (Square, Stripe, Vanco). Customize giving page appearance and funds.
Step-by-step guides for this topic
Related articles
Also available in-app at /help/giving when you're signed in.