How to communicate with and manage the most important people in Generous - the givers
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 ...
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...
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, D...
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 ...
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...
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...
You can add a donation on behalf of a donor, for example, when accepting the debit or credit card details over the phone or a walk-in congregant. How to donate on behalf of a donor if you need to pro...
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...
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...
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...