Rock U - Finances - giving-journey

Transcribed Video Content

Understanding the spiritual health of your church often starts with understanding where their generosity is at. Giving journeys makes it easy to see where people are at in their relationship with giving all the way from they've never given before to they've been giving for years. Let's look into this inside Rock now. Alright. Let's look at the giving journey. So there are many different stages in the giving journey, and it's up to you what those giving journey stages look . But let's see an example. So I'm gonna look for Bill Marble, who is one of the faithful givers at our church, and I'm gonna go to the contributions pane on his person profile. And as you can see, this giving overview is pretty filled out. We have a bunch of really good information on Bill Marble's giving history. And one important thing here is that the giving journey is listed as consistent. And you can see Bill has been consistently giving money and we have a frequency of about fourteen days between when he gives. So he's giving twice a month and he's doing that really, really consistently, Meaning he probably has this happen happening automatically or he's just really good at remembering to give. Now let's look at a different example. We're gonna look at Daniel Peak, who's been around our church, but he's a bit newer to generosity. And he has more recently started giving. Actually, really recently, he's given just one gift and that means his giving journey is set as new. So his giving overview looks a lot different than Bill Marbles did. But the giving journey really gives you perspective for where people are at in their journey of generosity. So let's look at how to set up the giving journey. We'll start by going to finance, then you're gonna go down to giving alerts, and we're gonna click the settings icon. Scroll down a little bit and you'll see the giving journey settings. Now there's a lot of important stuff here that you'll want to think about before you set, but something important is picking when, what days to update your giving journeys. And right now I'm actually just gonna leave it on Tuesday. And the reason for that is a lot of churches will have their giving settled by Tuesday. So it's a good day for the job to run and recalculate people's giving journeys. Now there's a bunch of different steps in the journey and you pick what determines each step or what the boundaries of each step is. And I'll give some examples. So non givers are clearly people who have never given. Then step by step, people will progressively move through this cycle, And they're always going to be in one of these categories. So a new giver is someone who has had a contribution count between one and five, and they've given their first gift in the last one hundred and fifty days. Consistent giver by default is someone who's given within the last thirty two days and their mean frequency, which if you want to look more into what that means, you can read the description here, but the mean frequency is less than or equal to thirty two days between gifts. And the occasional giver is someone whose last gift was within one hundred fifty days and their mean frequency was less than or equal to ninety four days. Lapsed giver, this is someone who's not given a gift within one hundred and fifty days and their mean frequency is less than a hundred days. Now if they don't, if they've given before and they don't fall in any of these buckets, they're gonna fall in the former giver bucket. And that basically means in this case, someone who's really not given in a long time and doesn't give very often, but they gave at some point in the past. So think through for your organization what the best way to set up these giving journey settings is, but these will ultimately define what people fall in what bucket for the giving journey. I hope you're excited about the rich data that you can get on generosity using the giving journey. Thanks for watching this video.