Giving Setup Guide

Step-by-step fund setup.

Your church's giving starts with clarity — add funds in minutes, order them with drag-and-drop, and launch giving today.

Step 1 — Add Your First Fund

One form. Four fields. Your first fund.

Creating a fund takes under a minute — name it, describe it, and decide whether it's the default.

Fund Name

e.g., Tithes, Missions, Building.

Fund Description

One line that tells donors exactly where their gift goes.

Default Fund Toggle

The fund pre-selected on your giving form.

Visibility Toggle

Choose whether donors see it right away.

Step 2 — Add Additional Funds

The funds churches commonly add

Start with these — most churches launch with three to five.

Missions

Support local and global partners.

Building Fund

Bricks, repairs, and future campuses.

Outreach

Serving your city, week by week.

Youth Ministry

Camps, discipleship, and student events.

Benevolence

Quiet help for families in crisis.

General Offering

Undesignated gifts for day-to-day ministry.

Pastors can add unlimited funds.
Step 3 — Fund Ordering

Drag-and-drop to reorder funds

The order you choose is the order donors see.

Put Tithes first

The first fund donors see is the one most give to.

Missions second

Keep vision-shaped giving high on the list.

Building third

Capital campaigns sit just below the essentials.

Custom funds after

Your niche funds go below the fold.

This controls how the giving form displays to donors.
Step 4 — Fund Visibility Controls

Every fund has three switches

Fine-grained control, without the spreadsheet surgery.

Active / Inactive

Turn a fund off without deleting its history.

Public / Internal

Internal funds never appear on the giving form.

Recurring allowed / not allowed

Set per fund, not per church.

Building Fund: recurring allowed · Benevolence: one-time only · Missions: recurring encouraged.
Step 5 — Fund Analytics

Every fund, fully visible

Per-fund metrics, live in your dashboard — no exports required.

Total giving

Where generosity actually lands.

Number of donors

Who's behind each fund.

Recurring vs one-time

The predictability ratio at a glance.

ACH vs card

See how your church prefers to give.

Monthly trends

Seasons, spikes, and steady givers.

Step 6 — Fund Editing

Edit anything, anytime

Rename, reorder, or re-describe without breaking a thing.

Fund name

Rename a fund without losing its history.

Description

Sharpen the story donors read.

Visibility

Flip a fund public or internal in one click.

Order

Re-sequence the giving form anytime.

Recurring settings

Allow or restrict recurring per fund.

Changes update instantly across the giving form, dashboard, donor profiles, and reports.
Step 7 — Fund Deletion & Archiving

Retire funds without losing history

When a fund has run its course, two options — and one we recommend.

Archive it (recommended)

The fund disappears from the giving form, but its giving history stays in your reports and donor profiles.

Delete it (permanent)

Removes the fund entirely. Use only for funds created by mistake.

Archived funds stay in reports but disappear from the giving form.
Best Practices for Churches

Five habits of clear fund setup

Small choices that increase giving clarity and donor confidence.

Keep 3–5 funds max

Too many options overwhelm donors.

Make Tithes the default

Most gifts follow the pre-selection.

Use clear names

If a visitor has to ask, rename it.

Add descriptions

One line about where the gift goes.

Enable recurring for Missions

Consistent, monthly support from the start.

These increase giving clarity and donor confidence.
Calm horizon at dawn

Your church's giving starts with clarity.

Set up your funds in minutes and launch giving today.