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Donors FAQ

Q1: How can I sort donor statements to print alphabetically?

You can change how you sort with the Sort Order drop-down list on the report parameters. Select Name to sort alphabetically.

Q2: If the husband has his Statement Type set to Family, but the wife has hers set to Individual, how will the donations display on the statement?

If a husband is marked as family and a wife is marked as individual, two statements print - one for the family, only with the husband's gift and with both names printed, and one for the wife, with just her gifts and with just her name.

Q3: We have a household with two different giving units: the parents are one giving unit, and their adult children are another giving unit. How can we set up their household so their giving statement doesn't combine the giving of the two different units?

You'll want to split the household so that each giving unit is in their own household.

Q4: What does the Donor History - Lapsing view on the Donors page tell me? What donors are included in this view?

These donors are established donors who have not given in two to three months. Established means giving for more than six months and having given on average at least monthly. This view is by donor, not by household. Thus, this view doesn't know if any giving was assigned to a spouse. To see lapsed donors in light of the entire household, use the Find Donor Household Change report.

Q5: We have a married couple in our congregation who have been members for many years. When we looked at the First Gift This Month view on the Donors page, we noticed that the wife was listed in this view even though the husband has been giving for several years now. Why is the wife displaying in this view?

The First Gift This Month view only looks at individual donors. It does not consider Households. If you wanted to view first gifts from a household, you could create a custom view that includes a filter that looks for first household gift. You could also use a report, such as the Find Donor Households report to find first gifts in the household.

Q6: We have two similarly named donors. The donations for one donor were assigned to the wrong donor. How do I correct this?

The first thing you will want to do is assign any donations associated with the wrong person to the right donor. Then, if the donor has been giving by check, there is probably a Donor Account record that is associated with the wrong donor. You can either edit the account to the correct donor or delete this account.

Q7: We have two accounting companies. How do we determine which one our donor statements default to?

The default accounting company is going to be company with ID of one.