Assign Giver Numbers

Use the following instructions to assign a Giver number to any person, group, or family. If you are assigning numbers to many Givers, it would likely be more efficient to use Auto Assign Numbers.

Note:
Giver #s are no longer required by Church Windows. If your Church does not use physical envelopes or giver numbers in your actual daily operations, you do not need to use them in the software. You can still enter, keep track of, and print Reports, Labels, and Statements for Givers without assigning them numbers.

1. Click Givers in the Button Bar at the top of the screen
   
   
   
   
2. Click the Manage # button.
   
   
   
   
3. Giver
   In the top left box of the Manage Giver Numbers screen, click the dropdown button to choose the name of the person, family, or group towards for whom you wish to add a Giver number.
   
   
   

   Note:
   If you have determined that you must first Add Givers before proceeding, click the Add button.

    

4. Make sure as to whether the Giver will be giving with the family, or if the Giver will be giving money separately. Then proceed to the steps of either:
   
   
   Giving Separately

   • Make sure that the checkmark from the Gives with Family box has been removed:
   • Click the Add New # button:
     
   • Enter the number and start date:
     
   • Click the OK button and the item will be highlighted in the list below.
   
   
   Giving with Family

   • Place a checkmark in the Gives with Family box:
   • Press Yes to make the change, or No to refrain from making any changes.

   Note:
   If a Giver already had a giving number assigned, you will get the following message. If you press Yes, the Giver will no longer have the giving number previously assigned:
   
   

   • If you do not get a message at all, your change was made successfully.
   • Once the Go to family button appears, you have successfully added the individual to the family to which they belong.

   Canada Note:
   Please also see 'Gives with Family' in CanadaCanada requires that Middle Initials be included on Donation Receipts. In Church Windows, when spouses should receive one combined receipt and are marked Gives with Family the receipt will print the family's Mailing Label instead of printing First Name, Middle Initial, Last Name. Therefore, to avoid the discrepancy, Canadian Churches should either NOT use Gives with Family or should type the Middle Initial in the Mailing Label for those who are marked Gives with Family..

   • The list on the left side of the Manage Givers screen will show a blue box for those Givers you have assigned as Gives with Family (and they will have the same Giver Number, if one is assigned).
     
     
     
   • If needed, you can now enter the Giver Number that the family will share (if one has not already been assigned), use either:
   1. Manage Giver Numbers
   • Click the Add New # button:
     
   • Enter the number and start date:
     
   • Click the OK button and the item will be highlighted in the list below.

   OR

   2. Manage Givers
   • Click the Go to family button
   • Type the desired number in the empty Current Giver # box on the Giver # tab.
     
   • You can now assign other numbers or close the window.
   
   
5. The Giver whose adjustments you just made will be highlighted in the list in the larger portion of the Manage Giver Numbers screen.
6. If the Giver is to receive Donation Statements, you must have a checkmark in the Receives Statement box.