Contribution Options¶
This Condition, located on the Contributions category tab in Search Builder, allows you to find people by the Contribution Option (statement type) on their Member Profile and Giving tabs, such as Joint or Individual. Select one or more options from the list.
Note
You must have the Finance role to get results from this Condition. Without it, the search returns 0 people and does not show an error.
Use Case
To catch couples whose statement options don’t match, search for Marital Status = Married and this Condition = Individual. Open each record and correct any spouse whose option should be Joint. When you set one spouse to Joint, TouchPoint changes the other spouse to Joint as well, but a record set before a marriage may have been missed.
Latest Update |
10/03/2026 |
Moved the tip into a Use Case and documented the Finance role requirement.