Church360° Members Training: Offerings, Pledges & Contribution Statements (Webinar 3 of 4)
Church360° Members: Offerings & Contribution Statements Third of four Church360° Members training webinars from the Concordia Technology Solutions support team. Kimberly Moon covers the full offerings workflow — from setting up funds through handing members their year-end contribution statements. What you'll learn Creating offering funds, fund numbers, and fund categories The difference between non-deductible and excluded funds, and when to use each (IRA distributions, book sales, hall rentals) Merging and archiving funds, including seasonal funds you reactivate each year Managing envelope numbers: joint contributors for married couples, the "don't renumber" flag, manual assignment, and bulk renumbering Scheduling a renumbering for a future date — and backing out of it before it runs Printing labels for envelope boxes using current or upcoming numbers Entering an offering batch by keyboard: payment types, check numbers, funds, amounts, and memos Recording gifts in kind and why the amount field should usually stay blank Splitting a single check across multiple funds in one entry Viewing and filtering recorded offerings by giver, fund, or payment type; reopening a batch to correct it Summary by fund and summary by giver reports, plus trend comparisons across years Setting up the Vanco online giving integration and syncing givers and funds Creating pledges and seeing pledge progress against actual giving Generating contribution statements as PDFs or email, with pledge summaries, itemized offerings, your church logo, and tax ID Chapters 0:00 Welcome and agenda 3:13 Offering funds in settings 4:47 Non-deductible vs. excluded funds 7:30 Fund categories 9:08 Merging funds 10:15 Adding a new fund 12:05 Envelope numbers 14:22 Joint contributors 15:27 The "don't renumber" option 18:16 Assigning numbers manually 19:02 Renumbering and scheduling it for next year 23:41 Printing labels for envelope boxes 24:48 Entering a new offering batch 26:32 Payment types and gifts in kind 33:40 Splitting one check across multiple funds 35:27 Downloading, printing, and posting to Ledger 37:12 Viewing recorded offerings 38:37 Trend comparisons 40:00 Summary by fund and summary by giver 41:52 Filtering the offerings view 44:09 Reopening and editing a batch 45:30 Vanco online giving integration 50:56 Pledges 53:18 Contribution statements 58:44 Knowledge check 1:03:19 Q&A: creating a fund, printing box labels, test statements Questions? Call 1-800-346-6120, email support@cts.cph.org, or use the chat icon in the lower right of your Church360° screen.
