Purposes represent to what or to whom the gift is being given. This could be unrestricted contributions such as Tithes and Offerings, or restricted contributions such as Building Funds, Grants, Scholarships, Memorials/Honorariums, Missionaries, and so forth. When recording a gift, you simply select a purpose reflecting the intent of the donor, and the program then handles the bookkeeping chores. At least one purpose must be established since a purpose is required when entering gifts.
If you have ShelbyNext Giving and want to integrate that with Financials, see Donors And Gifts Integration with ShelbyNext Giving for configuration information. To receive online payments, create and publish a Form in ShelbyNext Giving.
Manage Purposes allows you to filter, view, edit, and add new purposes.
This Section Includes:
Filters
The options available in the Filters area are:
- Purpose:
- Valid on this date:
- Active?: Show Active Only, Show Active and Inactive, or Show Inactive Only
- Tax Deductible?: Show All, Show Tax Deductible, or Show Non-Tax Deductible
- Report Columns: Select the desired column(s) from the drop-down list.
- Allow Pledges: Show All, Show Allow Pledges, or Show Not Allow Pledges.
Click the Search button to display the results or the Clear Filters link to reset all filters.
Purposes Grid
The purposes grid displays purposes matching the selected filters with the following columns:
- Code:
- Name:
- Outline Name:
- Start Date:
- End Date:
- Active:
- Tax Deductible:
Double-click on a name or click the Edit icon to edit a purpose in the grid. You can also click the Add New Pledge link to add a new purpose. Click the Delete
icon by a purpose in the grid to be prompted to delete that purpose.
Purposes Update
- Code:
- Name:
Basic Info. Tab:
- Valid Between Dates:
- Active?:
- Online Name:
- Bank Account:
- Location: displays if your General Ledger Account Structure includes Locations
- Cost Center: displays if your General Ledger Account Structure includes Cost Centers
- Department: displays if your General Ledger Account Structure includes Departments
- Account#:
- Tax Deductible?:
- Report Column:
- Allow Pledges?:
- Default Project:
- Use ACH?:
- Date First Gift:
- Date Last Gift:
Notes Tab:
Enter a note in the field provided if you wish.
Save/Cancel:
Click the OK button to save the motivation or click the Apply button to save the motivation and continue adding more.
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