Summary: This guide explains how Admins can add a giving fund to a transaction that is missing a fund designation, ensuring your records are accurate and the donation is correctly included in the donor's end-of-year tax statement.
Before You Begin
- Tax Statement Impact: If a transaction does not have a giving fund associated with it, that transaction will not be included in the donor's end-of-year tax statement.
- Permanent Action: Once you have added and saved a giving fund to a transaction using this method, you will not be able to edit it again. Ensure you select the correct fund before saving.
Step-by-Step Instructions
- Log in to your Tithely account.
- Select Giving from the main menu.
- Select Transactions from the left-hand Giving menu.
- Locate the transaction that has a missing or incorrect giving fund. Note: Adding the 'Fund Name' column to your view will help you quickly spot any transactions with a missing fund name.
- Click on the transaction to expose the transaction details card.
- Click the + Add Fund button on the details card.
- Select the correct Giving Fund from the drop-down menu.
- Click Save to permanently apply the fund to the transaction.
Troubleshooting & FAQs
- Why are some of a donor's transactions missing from their tax statement? If a transaction is missing a fund designation, or if it is assigned to a fund that is not marked as tax-deductible, it will be excluded from their end-of-year tax statement. Use the steps above to associate the missing fund.
- Can I change the fund again if I make a mistake? No. Once you add and save a giving fund to a transaction using this feature, you will not be able to edit it again. Double-check your selection before clicking save.