Contributions Overview

TouchPoint provides a Giving platform as well as stores contribution data to create reports and assist with bank deposit reconciliation. This data can also be very useful to gauge congregant engagement.

Contributions can be added manually or through Online Giving. If added through online transactions, a batch will be automatically created. If entered manually through cash, check or gift of stock contributions, a batch is created by a Finance user. A Finance role is also required to run reports under the Finance main menu, to view Search Builder contribution condition results, and to run tax statements.

Actions required to begin using TouchPoint for contributions:

  • Assign appropriate Finance related roles to users

See also

Finance Roles

  • Set up your Payment Gateway

  • Create your Funds

See also

Fund Management

  • Set up Giving Page(s)



Latest Update

6/7/2023

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