Set up giving funds and "where your gift goes"

Funds let donors point a gift at something specific, like General or Missions. Your "where your gift goes" statement tells donors, in your words, how gifts are used. You set up both in the Where your gift goes card.

Find the card

The card is on two pages:

• /manage/payouts, under the Giving card.
• /manage/church, on the Giving setup tab (churches only).

Write your statement

1. In Where your gift goes, fill in Statement (English) and Statement (Spanish). Each can be up to 2,000 characters.
2. Click Save.

The giving assistant explains your giving only from this text and your funds, so be clear and specific.

Want a first draft? On the Giving setup tab of /manage/church, type a few notes in What do gifts support? Notes for the draft and click Draft the statement. The draft appears in the form below. Edit it, then click Save. Nothing is saved until you do.

Add your EIN

1. Type your organization's EIN in EIN, shown on donor statements once our team verifies it. Use the format 12-3456789.
2. Click Save.

The badge shows Not verified yet until our team checks it, then Verified. Your EIN only appears on donor giving statements once it's verified. If you change it later, it needs to be verified again.

Add funds

1. Under Funds (designations), enter a Fund name and, if you like, a Name in Spanish.
2. Add What it pays for and What it pays for, in Spanish.
3. Click Add fund.

Donors can choose any open fund when they give. To stop taking gifts for a fund, click Close. It shows Closed, and you can Reopen it any time.

Good to know

• A fund that has already received gifts can be closed, but not deleted.
• Funds, the statement and the EIN are optional. You can take gifts without them (see /help/admins/accept-gifts-requirements).
• See your gifts and print donor statements at /help/admins/view-gifts-and-statements.