Rock U - Finances - Giving Overview

Transcribed Video Content

A giver's whole story sits on one tab on the person profile. We'll talk about how to read it so you can easily see things the first and last gift, how often gifts are being given and more so that you can see a person's generosity at a glance. To find that contributions tab, it's really easy. We're gonna start by going to Ted Decker's profile just as an example and clicking on the contributions tab. Once that loads up, you'll see a lot of info and let's talk about what that info means. Up top, you can see some really important information if a giving alert has popped up, clicking here will take you to view those alerts and the green ones are about generosity. These orange ones are about follow-up usually meaning that someone's given less than usual. Now you can easily also see their first gift and their last gift. Then you get some quick views the last twelve months, how many how many dollars have they given and how many gifts have they given overall. Then in the last ninety days, you can see the trend of their giving, whether they give as a family or as an individual, then giving journeys, which Ted has none right now, but you can set up giving journeys. We have documentation on that and you can pick when people would be in different stages of the giving journey. Now giving by month is a really nice way to see just for a specific month, how much they gave and you'll see the trend of that giving. Then giving characteristics really helps you understand what it looks when they give. So the typical gift for Ted is $315, but we can see a variability of 7,342. So the median is this, but it can vary a lot for Ted. We can also see the typical frequency and that's eighty five days between gifts plus or minus fifty five point four days. So there's also a lot of variety in the frequency in which Ted gives meaning that his frequency is erratic. Now there are some people that will give the same amount every week. Those people will have a consistent frequency. Also, percent of his giving is scheduled, meaning he's really not giving via a scheduled transaction. We can actually see a scheduled transaction for Ted here, but it hasn't posted yet. No money has been given, so none of his money here is scheduled. Then the preferred currency for Ted is a check. That's how he gives most often and he likes to give through the website. Now another really nice view is the community view. When you hover over it, you'll get a tool tip. In this case it says Ted's giving is in the ninety ninth percentile classified as bin one. Meaning he is really in the upper echelon of the of the givers for Rock Solid Church. And you can see different bins that people fall into based on how much they give. Then you can easily see a yearly summary and how much has been given to different accounts. Then you can expand this if you wanna see more than just those two years that popped up initially. And you can see a transaction list even from people in his family because Ted does give as a family. And you can see the accounts view as well for this transaction list and you can see what specific accounts were given to. You can really filter what transactions are shown here. Then moving back up, you can add a one time gift from Ted's profile and much more. It's easy to see the text to give settings, scheduled transactions, saved accounts that Ted is giving through, and current pledges, then even finding your contribution statements whether it's a year to date or a complete year's contribution statements. So now we've read through Ted's profile and we understand more about his generosity. The giving overview turns a person's giving history into action. Remember to come back to this tab when you're about to have a stewardship conversation and you want to know what someone's generosity looks .