Shepherd’s Staff Contributions: Records & Statements (2026)

November 9, 2026

Learn how to record offerings and produce year-end contribution statements in Shepherd's Staff, including the new donor-advised fund tracking in version 10. This is session 1 of the Contributions module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Kimberly, CTS Software Support. Recorded live on November 3, 2026, using Shepherd's Staff version 10. All names and data shown are from a fictional demo database. You'll learn how to: • Create offering funds and link them to Finance so posted batches create deposits • Add contributors, assign envelope numbers and set statement preferences • Record a single offering, a pledge, a gift in kind or a recurrent offering • Attach earlier offerings to a pledge entered late • Set up donor-advised funds and sponsoring organizations (new in version 10) • Enter offering batches fast with locked fields, anonymous totals, other givers and split gifts • Print batch reports with or without names, then post • Mark an offering non-deductible • Run contribution statements for everyone who gave, with custom messages and pledge summaries CHAPTERS 0:00 Welcome 1:39 Agenda 3:29 Contributions module tour 5:21 Offering funds 8:04 Creating a fund and linking it to Finance 12:08 Contributors and envelope numbers 15:06 Editing a contributor record 17:08 Adding a new contributor 19:16 Recording a single offering 21:36 Pledges 23:50 Attaching offerings to pledges 25:22 Gifts in kind 27:19 Recurrent offerings 29:07 Donor-advised funds 32:52 Offering batches view 35:00 Batch reports 37:05 Posting batches 38:36 Adding an offering batch 41:17 Locking fields for faster entry 43:13 Anonymous and other givers 45:01 Recording donor-advised fund gifts 46:21 Splitting one gift across funds 48:30 Saving, printing and posting the batch 50:15 Non-deductible offerings 51:36 Contribution statements 59:01 Quiz 1:01:57 Q&A and wrap-up MORE SHEPHERD'S STAFF TRAINING All sessions: https://www.concordiatechnology.org/shepherds-staff/training Help Center: https://shepherdsstaff.zendesk.com/hc/en-us Resource Center: https://resources.concordiatechnology.org/shepherds-staff NEED HELP? Shepherd's Staff Support: 1.800.346.6120 | support@cts.cph.org #ShepherdsStaff #ChurchGiving #LCMS

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