Get Oriented to Your Finance Team

Print Friendly and PDF
Play

 

You can locate the your Finance Team by navigating to your church group on Faithlife.com and selecting Finances in the church group’s Admin sidebar.

Note: Alternatively, log into the main page at Faithlife.com and select your Finance Team from the left-hand sidebar.

Faithlife will direct you to your Finance Team, the private subgroup created when you first activated giving. This private group keeps your church’s giving data secure and allows you to easily manage all donations given to your church.

The admin sidebar of your Finance Team enables you to interact with donations given to your church. The remainder of this article will explain the options in this sidebar.

 

Skip ahead to:

 

Giving dashboard

Dashboard displays your progress in setting up giving for your group and links out to helpful tools and resources.

The Faithlife Giving section features links to a video tour of Faithlife Giving, a progress wheel tracking your progress through the setup process, training videos, training articles, and the Launch Kit.

 

The Resources for Your Church Staff section features links to your dashboards from which you can set up your Faithlife Community, your church’s Site, and your media presentations in Proclaim. 

 

Giving overview

Overview gives you all the basic info you need, right at your fingertips.

The dynamic graph displays gifts given to your church. And dragging your cursor over the available data provides more granular information. You can adjust the data shown via the drop-down menu in the top right-hand corner.

Basic stats like total gift numbers and averages display above the graph, while the table and pie charts below show yet more detailed data.

 

View and export gifts

Gifts displays all donations in chronological order though you can sort gifts by clicking other column headers. 

1. Search: Enter a giver or fund name to locate a particular gift.

2. Export: Select the time period and click Export to download a CSV file. Keeping all your giving information in the same location makes it easy to export all your data for easy import into your church’s accounting software.

3. Add: While all donations given through Faithlife Giving are recorded automatically, you can also manually add cash, check, Paypal, or other donations via the Add button. Provide the donation details and click Save. When you manually add a donation and assign it to a specific donor, the gift is added to their year-end giving statement. (Learn more about adding and editing manual gifts.)

4. Show: You can adjust the date range of gifts shown via the drop-down menu above the table.

5. Sort: Sort the table by DateType, or Amount by clicking the column header.

To get a better understanding of any particular donation, click it to examine its details. 

You can interact with any gift from the More options menu . Choose Print receipt to download and print a copy or save a PDF of the receipt. Resend receipt sends an email to the donor with a receipt attached. If the donor gave online, select Change fund allocations to redistribute gift to another fund(s). Click Issue refund to credit the charge back to the donor’s account.

 

View givers

To see everything that a particular user has given to your church, click Givers. The report lists your givers in alphabetical order, though you sort the list by any of the column headers or use the Find givers box to search for a specific individual. 

Clicking a name provides a full giving history for that individual.

You can access year-end giving statements for each giver. Each giver with an account is emailed when their year-end tax report is available for the previous year (by January 31st). And if you manually add check or cash donations and assign them a donor with an account, the year-end tax statement will include these gifts as well.

 

View deposits

Select Deposits to view the status of your gift deposits. 

 

1. Search: Locate a deposit by searching for it.

2. Filter: You can filter by All Deposits, Pending, or Settled.

3. Sort: Click the column header for Date, Gifts, Status, or Amount to sort your data accordingly.

Note: Individual deposits often contain several gifts. The number of gifts per deposit displays in the Gifts column. To view a deposit, select it from the list.

Note: Deposits should appear in your church’s bank account 2–3 banking days after a transaction has been made and will contain the prefix “FLC.”

 

Share or embed your giving form

There are several ways to share your giving form. Each of these methods will bring donors to the same interface. The more access points you give to people, the easier it will be for donors to give to your ministry. 

 

Option 1 offers a direct link you can share with anyone. With option 2, you can embed your giving form on any website with the unique embed script. Learn more.

 

Adjust Giving Configuration

Giving Configuration includes two sections: Account Info and Giving Features

Account Info includes the information you provided Faithlife when you activated giving (like your primary contact, organizational information, banking details, etc.). If you need to change this information, please contact Faithlife Giving support at 888-634-2038 or support@faithlife.com.

Giving Features includes additional options for your Finance Team.

Play

For more specific help, view the support articles below:

 

Next Article: Resources to Onboard Your Church

Was this article helpful?
2 out of 2 found this helpful

Can't find what you need? Give us a call!