Non-Local Offerings

Use a Non-Local Offering where the income is to be shared among a Conference, Union, Division and/or General Conference. Only users with admin level permissions will be able to see and access this menu.

Non-Local Offerings can be created where the offering stays 100% with the church and is relevant to all/many of the churches within a conference. Contact Service Desk if you would like to set up an offering like this.

View or edit a Non-Local Offering 

1. Go to the Admin menu, then click Non-Local Offerings.

2. A list of existing offerings will appear.
   
   

   Open

   

    

3. If you wish to search inactive offerings as well, click on the 'Include inactive offerings' checkbox and click Search. 

4. Click on the offering to be viewed/edited and the details will appear in the pane on the right.

   If any changes are made, click Save. Otherwise, click Cancel.

Create a Non-Local Offering

1. Go to the Admin menu, then click Non-Local Offerings.

   A list of existing offerings will appear.

2. Click the New button.
   
   

   Open

   

   Complete the following fields:

   Offering tab

   • Offering Name - enter the offering name

   • Levy - only tick this box if this is to be a levy on tithe from missions

   • Available From - (not currently in use). This will control the start date of when an offering is shown on eGiving.

   • Available To - (not currently in use). This will control the start date of when an offering is shown on eGiving.

   • Classification - choose the classification for the GC Statistical report. Check with SPD Treasury if you have questions about what to select. In general, offerings created at the:

     • Union level would have the UnionOffering (64) option selected

     • Conference level would have the Donations - Local (68) option selected 

     • Division and GC offerings may have a specific classification chosen rather than Donations - Local

   • Roll-up Percentages - 

     • Effective Date - this is a new field, which specifies when these rates are effective as at. For example, if the effective date is August 2022, then any organisation that closes August 2022 and later will get the new rate. If a church is late and is just closing July, the July rate is used to roll up to the conference. The conference may already be in the August period, so when the conference closes August, those funds would go on to the union at the August rate.

     • Church / Conference/Mission / Union / Division / General Conference

   • Notes - add any notes about the creation of an offering or updating of offering details.

3. Area tab

   Select all the organisations that are able to use this offering. If selected, the entity can record transactions using this sub-account, and the offering will be available to show on eGiving (Australia and New Zealand only).
   
   

4. Tax tab

   If tax deductibility is allowed for this offering, click the Add button to create a new row and add the details.

   For Australia - Certificate number = DGR's ABN (Deductible Gift Recipients), Certificate holder = DGR's Organisation name. Optional fields for Cultural Trust or similar offerings are Legal Name, Legal Role, Legal Signatory, Tax-deductible Statement.

   For New Zealand - selecting the country name from the list is sufficient; a Certificate number or Certificate Holder name is not required.
   
   
   

5. eGiving tab

   If the offering is to be available on eGiving, untick the "Hide from eGiving" checkbox. Then complete the remaining fields.

   • eGiving Offering Name - this is the name that will show on eGiving

   • Is featured offering? - Tick this box for this offering to the be the featured offering for your entity. If another offering currently has this ticked, it will ask you to confirm whether you want to make the new offering the featured offering.

   • eGiving Description - this is the information that will show on eGiving regarding what the offering is for.

   • eGiving Image - select an image from the dropdown list. Instructions on adding an eGiving image can be found here eGiving Images.
     
     

     e

6. Click Save.

Prohibit Posting to a Non-Local Offering

You may wish to prevent an offering account from being used on transactions. This might be while you clear the balance of an offering account that is to be made inactive. Note that the offering must be hidden from eGiving before this step can be done.

1. Go to the Admin menu and select Non-Local Offerings.

2. Navigate to the relevant offering, and check the “Prohibit Posting” checkbox.

3. Click Save.

This offering account will no longer appear in the list of accounts when entering transactions, but it can still be used in report filters. The offering account and associated transactions/balances will still show on reports.