Contribution Record Details

Name and address of the giver.

Giver's telephone number.

Unique identification number assigned by the system to the family. 

Unique identification number that identifies the contribution. Assigned by Offering.

Unique number that identifies contributions imported from an online giving solution (for example, ParishSOFT Giving) that is outside of Offering. 

Click this button to view a summary of the donor's giving history.

Name of the organization owning the fund to which the contribution is made.

Name of fund receiving the contribution. Select the fund from the dropdown list. Note that the list contains only the funds you have permission to access.

: indicates that the donor currently has no pledge to the selected fund.

: indicates that at least one pledge to the selected fund was found. Click the icon to open a window containing a description for each pledge. The following information is provided:

• Unique ID assigned to the pledge
• Name of the fund to which the pledge was made
• Date the pledge was made
• Total dollar amount of the pledge
  
• OBO organization
• Appeal code

Date the contribution was entered into the system. Type a date into the field or click  and select a date from the displayed calendar

Dollar amount of the giver's contribution.

Text entry field that enables you to supply additional information related to the contribution.

Text-entry field that enables you to provide a description of the contribution. This field is enabled and required only when you select the Stocks and Gifts in Kind option for Contribution Type (see the Contribution Type entry later in this list).

Specifies how the contribution came into the system, for example, manual entry.

Batch in which the contribution was posted.

Indicates the payment method used to fund the contribution. Select the desired payment method from the dropdown list.

If the giver paid by check, shows the check number.

If editing a contribution record, you must supply a reason for making the change. 

Indicates whether contributions to the fund are tax deductible. Select the checkbox to specify that the gift is tax deductible.

Keep in mind that the tax-deductible status can be set on individual contributions in Offering, so the value selected at the time of contribution entry is saved in contribution record.