Posted by Brian Vinson
Exciting isn’t it?!?! It only visits us once a year. Some wait with great angst. Others come prepared to run and win. With contribution statement season right around the corner, I thought it might be useful to throw out some answers to Frequently Asked Questions regarding the ‘Running of the Statements’. If you follow along over the next few weeks you will be prepped and ready to run with the best of them! The first three questions we will cover are:
- “How do I run statements where the head and spouse want their contributions listed together but do not want to include contributions from their children?”
- “How do I run statements for households where the head and spouse want their record of contributions to be separate?”
- “I would like to run separate statements for children that have contributed to our church this year. How do I do this?”
Combined Head and Spouse Contributions
If your church is utilizing Fellowship One WebLink Online Contributions, you know that each contribution is recorded at the individual level. We will need to include these contributions at the individual level as well as contributions at the household level in order to combine the head and spouse contributions for the year. Below you see that we have selected to only pull back contributions at the individual level for head and spouse. We also are going to include household contributions while rolling up any contributions at the individual level by the head or spouse to the household. This combination gives us our desired results and excludes contributions from children within the household.
Separate Head and Spouse Contributions
Some individuals at your church may request that they and their spouse receive separate statements. The quickest and most effective way to accomplish this with Fellowship One is to setup an individual attribute ‘Separate Statements’ and apply it to these specific households (both the head and spouse will need this attribute on their profile). On the request page choose your attribute, the position in the household of head and spouse and only mark the ‘Individuals’ option in the Output section.
Children’s Contributions
Many churches like to send contribution statements to children that are active contributors. Simply select the household position of ‘Child’ from the Filters section and only mark the ‘Individuals’ option in the Output on the request. This will pull contribution statements for children at your church. One of the really great things about pulling separate statements for children is it allows your church to send a special note specifically to these young contributors.
Next week we will review some other FAQ’s regarding statements in Fellowship One.
"For from him and through him and to him are all things. To him be glory forever. Amen"
Romans 11:36