Managing Your Funds (formerly known as Appeals) Tax Status (Video)

With the Faith Direct upgrade in to ParishSoft Giving, all of your appeals will be defaulted to tax deductible. If that needs to be changed, please update the fund list within the Giving form. Click the video below and follow Erin as she shows you how to make those adjustments.

NOTE: It is very important to ensure that the tax status is correct on your funds. If donors need their statements from the platform, anything that is marked tax deductible on the giving form will be counted in their statement. If you are sending a tax statement from your church management system (ParishSoft, PDS, etc.), and the appeal is under the correct status there, then what you print from your system will be correct, but we still want it to be correct in the Giving platform.