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Projects (for churches & charities only)

What is a project?

Setting up a Project

Cancelling a Project

 

 
What is a project?

Gifts will normally be allocated  to your general funds but if you would like gifts to be allocated to a specific campaign, appeal or fund such as a building fund, you can set up a project.   If gifts have been allocated to a particular project then these funds are expected to be used for that purpose. You can also arrange for grants related to a project to be made to a separate bank account.

 

 
Setting up a Project

1. Go to

2. Click on  and then click on

3. Enter the name of your project

4. Select the required bank account from the dropdown menu

5. Click on add

6. You can set up more projects by repeating steps 3-5.

7. Then click on finish.

 

 
Cancelling a Project

1. Go to 

2. Click on 

3. Click on remove next to the project you wish to remove. 

4. Once a project has been removed Stewardship will stop allocating gifts to this project. This is not an automated process and therefore gift allocations may not stop immediately. You can view the details of current regular gift allocations by clicking finish & report. This report will initially show details of all your regular allocated gifts.  You can view details about the project you are removing by using the Project dropdown menu.

5. If no regular gifts are being allocated to the removed project or you do not wish to view the report then just click on finish.

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