.. done

Giving Tab
==========

.. glossary::

    Giving Tab
        The Giving tab on a people record is where any user,
        including a My Data user,
        can go to print statements, make an online gift,
        manage recurring giving,
        change their Envelope or Statement options,
        or just monitor their giving.
        This tab has four sub-tabs: `Contributions`, `Pledges`, `Documents` and `Statements`.

        ..  glossary::

        **Contributions tab**

        This tab contains a Giving Summary section showing the totals given to each fund. There is also a Giving Detail 
        list of all contributions for that person and/or their spouse, depending on Statement Option.  In addition, there is
        a Soft Credit Detail section that will show if that person is receiving soft credit for another user's donation(s). Initially, 
        this tab will filter for All Years, but this can be adjusted to Previous or Current, All Years, or a 
        specific Year. The funds in the Summary section will be ordered according to the Sort number, for those 
        funds that have it, followed by an alphabetical listing of the funds with no Sort number.

        .. note::
            The Soft Credit Detail section will only show if a person has soft credits.

        If the church has online giving set up there will be buttons for
        `Manage Recurring Giving` and `Make a One-Time Gift`.
        These buttons are not visible to anyone but that individual.

        
        .. figure:: https://i.tpsdb.com/2016-06-08_16-59-08.png
            :target: #

        |
        
        ..  seealso::
            :doc:`/Finance/Fund_Index`

        **Pledges tab** 
        
        This tab has a Pledges Summary section at the top which shows the fund name, the amount pledged, 
        the amount contributed toward that pledge, and the remaining balance on that pledge. For any pledge that 
        has not yet been completely fulfilled, there is `Fulfill Pledge` button that will take the donor to the 
        One Time Giving page. The balance will be pre-entered on the giving page. The donor can pay the full amount or modify the
        amount before submitting payment.

        The funds in the Summary section will be ordered according to the Sort number, for those funds that have it, followed by an alphabetical listing
        of the funds with no Sort number.

        Below the Summary section is a Pledge Detail listing of individual pledge transactions that have been made
        by that donor, showing the date the pledge was made, the amount and the fund. For each entry,
        Finance users will have three buttons available:

        * ``Merge`` allowing the merging of two pledge transactions
        * ``Edit`` allowing the pledge amount to be modified
        * ``Delete`` allowing that pledge transaction to be removed
  
        **Documents tab** 
        
        This tab can be accessed only by `Finance` users and is a place to store
        documents related to the person's giving. `MyData` users and other users without the `Finance`
        role will not see this tab, even when viewing their own records.

        .. seealso::
            :doc:`FinanceDocs`



        **Statements tab**
        
        This tab has two sections:
        `Statements` and `Statement/Envelope Options`.
        The options can be edited for any record by users with Finance
        or Membership role and also by any user,
        including a MyData user, for his own record.
        The `Statements` section
        is where a user can print his own Contribution Statement
        by clicking the `year`.
        A Finance user can go to any record and print a statement

        A Finance user can also click the `amount`, which will open `Contributions Search`.
        The search page will be filtered for that person for the year specified.
        This is the easiest way for the Finance user to access the `Return/Reverse` links.

        .. figure:: https://i.tpsdb.com/2016-06-08_17-07-31-1.png
            :target: #

.. seealso::
    | :doc:`Contributions_All`
    | :doc:`ContributionStatementTypesEnvelopeOptions`
    | :doc:`ContributionStatements`
    | :doc:`../People/PersonPageTabs`

To Stop Recurring Giving
------------------------
Anyone with a user account can go to his own record
`Giving > Contributions` tab,
click `Manage Your Recurring Giving`,
and then Edit (pencil icon) or Delete their Recurring Giving (trash can) at the bottom of the giving page.
This will cancel their recurring giving
and stop all future payments.

.. note::
    If a donor does not have a user account,
    he can go to the church's website
    (wherever you have posted your online giving links),
    click the link for setting up recurring (managed) giving,
    and be sent a one-use link.
    That link will take him to his recurring giving page,
    where he can click the `Stop Recurring Giving` button.

A user with Admin and Finance roles
can cancel a donor's recurring giving by
going to `Administration > Contributions > Management > Managed Giving`
and click the `Delete` button beside the donor's name.
This will cancel that person's recurring giving
and stop all future payments.

.. seealso::
    | :doc:`OnlineGivingSetup`
    | :doc:`FinanceReports_ManagedGiving`

|
|

+--------------------+-------------------+
| **Latest Update**  |     **8/28/2023** |
+--------------------+-------------------+

Added information related to soft credits