Introduction

This is a paid feature.

If your church collects contributions from organizations, you can manage them within ChMeetings. Contributing organizations must be added to your account, and their owners must be registered as members. Organization contributions can be added by Admins/Owners or Members. When a member is registered as an organization owner, they can choose whether to contribute personally or on behalf of the organization. Admins/Owners can allow or restrict user access to Organizations.

As an Admin/Owner, you can find Organizations by going to Contributions > Organizations.

If given access, members can find and add organizations themselves under My Organizations.

Add an Organization

As an Admin/Owner, you can add an Organization as follows:

Go to Contributions > Organizations.
Click Add Organization.
Fill out the organization’s profile information. The minimum required fields are Owner, Name, and Email. The Owner must have already been added as a member, so you can select their name within the organization profile field. We do, however, recommend adding at least a phone number and an address as well. You can use the Map feature to view the organization’s location using Google Maps. You may require the organization’s registration number for tax purposes. Click Save when ready.
Once added, the organizations are listed under Contributions > Organizations. The listed organizations can be edited or deleted afterward. Deleting an organization also removes associated contributions. Note that you cannot restore deleted organizations and associated contributions.

Members can follow the same process to add organizations independently from under My Organizations.

Receive Contributions from Organizations

Add Manually

To add an organization’s contributions, follow these steps:

Go to Contributions > New Contribution.
Under Person or Envelope Number, search and select the contributing organization. Populate the other fields according to the standard manual contribution process in ChMeetings. Click Add when ready.

Accept Online Giving from Organizations

You do not need to configure additional settings to accept online giving from organizations.

Online giving on behalf of organizations is accepted via their owners, who must be registered as members within ChMeetings. As such, organization owners can follow the standard online giving process but select to donate on behalf of their organization rather than personally.

Filter Contributions from Organizations

You can filter contributions from organizations as follows:

Go to Contributions > All Contributions.
Use the Advanced Search options on the right and select Organizations as the Search Type. You can use this filter within any tab: List, Contributors, or Chart. Learn more about Managing Contributions and Contributors.

View Contributions from a Specific Organization

There are two ways to view the contributions of a specific organization:

Using the Advanced Search under Contributions > All Contributions. Here is where you can enter the organization’s name under Select Person, and apply the filter. This will show you a list of contributions from that specific organization.
From the Organization’s Profile, under the Giving Tab: Go to Contributions > Organizations, find the one you need, and open its profile. Here is where you will find a dedicated Giving tab which allows you to:
- Filter contributions by date range,
- Print a giving statement for the organization,
- Email a giving statement,
- Export the list of contributions.

Import Organizations

At the moment, there is no tool for importing Organizations in bulk and they must be added manually. However, our team will be able to do it for you at no cost, if you are subscribed to any of our paid plans and request our Free Data Transfer Service.

Import Contributions from Organizations

You can import contributions from organizations the same way you import individual contributions from Tools > Import Giving, using the ChMeetings import template.

To ensure the contributions are matched correctly to the organization:

Enter the organization’s name in the “First Name” column of the template.
Leave the “Last Name” column empty.

ChMeetings will then automatically match the contribution to the corresponding organization record based on the name.

Make sure the organization already exists in your database, under Contributions > Organizations, and that the name matches exactly to avoid skipped or unmatched records.