Portal Update – December 2018 – Vers. 3.58.0

We released an update to our portal recently. This update included many improvements to the User Experience as well as items necessary for year end Contribution statements.

Easier Address Entry for Contributors and Payees

We made the process easier for entering addresses for both contributors and payees. Previously, you needed to enter the payee or donor information and then it was another step to click on that information to enter the address.

With the update, fields to enter the addresses are now available when entering the payee or contributor.

New Column To Show If Address Exists For Contributor

We added a new column on the Contributor Search list that will let you know if a person has an address listed. This will make it easier to find out which people may need an update instead of having to open each individually to check.

New Organization Information Details

We added two new fields under Organization Information for your church’s official name and EIN. These items will both be displayed on the Church Contribution Statement to maintain IRS compliance.

If your church has an official name that needs to be used on those statements, you can enter it into the Official Name input field.
If there isn’t a different name from the Organization Name, you may leave this blank!

Copy Yearly Budget

With this update, your Church Bookkeeping Account Manager can create a copy of your yearly budget for the new year. This will make the process of updating your church’s budget for the new year much quicker.

Reach out to your account manager if you have any questions or would like to setup your next year’s budget in the portal.


That’s it for the most recent update. We’re excited to continue to push new releases to our portal to better serve the Church Bookkeeping needs of your church or ministry. If you have any suggestions or ideas on what we can update to make the Church Bookkeeping Portal more beneficial to you, please let us know!

Did you know?

Did you know we released a Church Online Giving system that integrates with our Church Bookkeeping portal? It’s great and takes away the need for additional data entry of other systems you may be using. We have priced it competitively with no monthly fees for our church bookkeeping partners. Interested and want to know more?  Email Josh to get more information.

Send a Single Email to Increase Your Year End Giving

Church Tithing

For most churches, December makes up a large portion of budget giving. Studies have shown that in 2017, 23% of online giving for churches happened in December.

I don’t know about you, but making the most of year end giving can be the difference between making your budget or missing it.

One email can make all the difference in year end giving.

To make the most of your year end giving appeal, take these steps below:

1. Send an email to your entire database using the template below. If you’re using our Church Bookkeeping Software Portal, this email can be prepared to your active donors along with their donor statement showing what they’ve given to date.

2. Send this email Friday December 28 or Saturday December 29. Plan to send it around lunchtime or shortly before dinner time. This will hopefully catch people when they are checking their personal email and has less chance of getting lost in business emails.

What should that email contain?

1. Make it personal

Most databases have the option to enter the donor name automatically from the record. Take advantage and put the donor’s name in the email.

Dear John.

Hint: In most databases, this will be done by adding something like {first.name}

2. Re-Share The Vision

People give to things they believe in. Remind them about the vision and mission of your church.

2018 has been another great year of ministry for our church. Because of you, we’ve continued to reach our community for Christ and be a light in the dark world.

3. Share the Successes

I’ve written previously about sharing with your donors the tangible results of their giving. When people see that their efforts are working, they are more likely to continue. Same thing why diets fail, it’s hard to continue when we don’t see tangible results of our efforts.

Because of your faithful generosity and everyone else that calls our church home, we were able to baptize 25 people and see more than 40 come to know Jesus as their personal Lord and Savior.
We sent mission teams to Honduras, Florida and East St. Louis and were able to support sending a missionary family to Albania.

We also saw a rise in our average worship attendance and now average 100 kiddos in our children’s ministry.

This is all possible because of generous givers like you.

4. Be Thankful

Kind of obvious, but remember to say THANKS!

5. Have a Call to Action – Make the Ask

The old adage, you have not because you ask not is true here. Be sure to remind people that our mission is not over. We’ve been successful, but there is still more work to be done.

While we’ve experienced great success in 2018, there is still work to do. Would you consider making one final generous gift to our church in December? Your faithfulness allows us to continue ministry and finishing out 2018 strong will have a great kick-start for 2019. Click here to setup a gift online.

6. Personal Close

Close with your name and a personal comment of thanks. This is an opportunity to show vulnerability and praise for your donors.

I am personally grateful for your partnership in ministry. Because of you, I can continue to serve our church and I’m always encouraged to know there are faithful and generous partners on this team together.

Your Pastor,

7. Remember a PS

Many marketing studies have been done and show that the PS statement is often the most important CTA (Call to Action) of an email. More people click the PS CTA instead of the link in the actual body of the email. Remember to add it.

Remember, gifts must be received in the church office by 11:59 on Dec. 31 to be credited in 2018. You may also opt to give via our online giving option here!

Make Generosity a Culture

Generosity is such an important part of a person’s spiritual development and you as their pastor have a great opportunity to have an impact on that. This one email can really determine the success or failure of your year end giving appeal.

If you’d like to know more about how we can help manage your finances to make generosity a culture in your church and let our Church Bookkeeping System manage your donor records click here to setup a time for a Free, Live Demo.

Is Your Church Financially Healthy?

We’ll Show You HOW To Find Out And     WHY It Matters In This Free Guide!

It’s time to change the way we talk about giving in church!