Church Equip Family Screenshots

Donation Data Entry Form

The donation tracking features of Church Equip are extensive. Illustrated below is the Donation Data Entry Form where all donations are entered. The user-friendly features include a batch date code, field use options, first or last name use for donor lookup, envelope number lookup and weekly donation and deposit reports. A key security feature will allow a data entry person to enter weekly donations but not view multi-week period reports. Another security feature will �grey out� donations that have been receipted and not allow changes to those donations. The data entered here will give your leadership a multitude of donation reports crucial for decision making.

Donation Deposit Totals Report

Donation Category Totals are calculated for transfer to your accounting software.

Donation Deposit Totals by Person Report

This donation report is available to the data entry person. This provides an accounting cross check to match the deposit. It the amount entered in the Church Equip Donation Data Entry Form does not match the amount of the deposit, this report will help find the error.

Donation Pledge Reports

Pledges can be entered and tracked in Church Equip through the donation data entry form. There are weekly reports that compare pledges to donations and pledge statements to keep your donors informed about your pledge drive.

Donor Analysis by Amount

This report displays each donor�s contributions by the year. They are sorted from the largest yearly donation amount to the smallest. You can set the report to include a single year or a number of year�s donations.

Donation Quarterly Statements

This is a sample of a quarterly donation statement. You may choose to include a graph of the donor�s giving for the quarter or by the month. The statement also includes a section where the donor�s contributions are subtotaled by category and by quarter. You may include a customized message to donors at the bottom of the statement.

Donation Charitable Receipts

This is a sample of the �1 Receipt and 2 Copies per Page� format for the charitable receipts. The first copy is for the donor to send in with their taxes and the second is a copy for their records. The third copy is for the Church office. These are designed to fit in a standard window envelope but Church Equip does have a label printing utility to create labels for the charitable receipts that have been printed.

Donation Total Graph

Church Equip has a number of graphs available for donation reports. This is a sample of a graph that shows the total giving to the church by month for one year.

Donation Reports Menu

This screenshot shows the various donation reports and graphs that are available in Church Equip. Most of these reports available from the main menu can only be accessed by the higher donation security level and not by the donation data entry level.