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Managing givers

How to communicate with and manage the most important people in Generous - the givers

  • Viewing and updating the congregant's details

    When a new congregant creates an account with Generous, either through a smartphone app or the website, their details are saved accordingly. You can view these details, view a donation report, a list ...

  • Generating a gift statement

    With Generous, you can compile and retrieve a statement listing the congregant's gifts, and then either print or email it to them. Click Reports > Giving Statement. Select a date range, and click Sear...

  • Adding a new or editing an existing fund

    In Generous, you can set up a fund, i.e. your church's financial project that the incoming money will go to. Click Organization >  Active Funds > Fund Type in the fund's name, and choose its type, Don...

  • Contacting the givers who made a pledge

    You can view the list of current pledges and the members, or congregants, who made them. A pledge is the giver's commitment to contribute a certain sum of money to a cause, i.e. the church's fund. If ...

  • Adding or editing a financial goal

    You can add a new, or edit an existing, financial goal that your church is working towards. You can use goals to motivate givers to keep contributing to a cause. Note that you must first configure a d...

  • Following up on the givers' pledges

    If you have already set up an active fund in Generous, associated it with a campus, and configured a related financial goal (for more details, see Adding or editing a goal), then you can view the pled...

  • Recording an offline anonymous donation

    You can capture the fact that the money was donated by an anonymous church member, a walk-in congregant, etc. Click People > Members > Offline Transaction. Select a transaction type, and a campus. Fro...

  • Including a fund in transaction reports

    You can choose to include a fund in the summary of transactions; make it searchable in transaction reports, etc. Click Organization > Reported Funds. From the Type list, select either Donation or Paym...

  • Cancelling a recurring transaction

    If a congregant who had set up a recurring gift no longer wishes to contribute to a church fund, cause, etc, you can stop their recurring donation (their bank account would not be debited any more). C...

  • Assigning the same ID to all anonymous givers

    You can set up one member ID that will be automatically assigned to all of transactions from anonymous donors (as these transactions are not associated with any member ID). This ID will be displayed f...