Modify Purposes

Purposes represent to what or to whom the gift is being given. This could be unrestricted contributions such as Tithes and Offerings, or restricted contributions such as Building Funds, Grants, Scholarships, Memorials/Honorariums, Missionaries, and so forth. When recording a gift, you simply select a purpose that reflects the donor's intent, and the program handles the bookkeeping. At least one purpose must be established, as it is required when entering gifts.

If you have ShelbyNext Giving and want to integrate it with Financials, see "Donors and Gifts Integration with ShelbyNext Giving" for configuration information. To receive online payments, create and publish a Form in ShelbyNext Giving.

Manage Purposes allows you to filter, view, edit, and add new purposes.

Filters

The options available in the Filters area are:

1. Purpose:
2. Valid on this date:
3. Active?: Show Active Only, Show Active and Inactive, or Show Inactive Only
4. Tax Deductible?: Show All, Show Tax Deductible, or Show Non-Tax Deductible
5. Report Columns: Select the desired column(s) from the drop-down list.
6. Allow Pledges: Show All, Show Allow Pledges, or Show Not Allow Pledges.

Click the Search button to display the results, or the Clear Filters link to reset all filters.

Purposes Grid

The purposes grid displays purposes matching the selected filters with the following columns:

1. Double-click on a name or click the Edit icon to edit a purpose in the grid.
2. Click the Add New Pledge link to add a new purpose.
3. Click the Delete icon for a purpose in the grid to be prompted to delete that purpose.

Purposes Update

1. Code:
2. Name:

Basic Info. Tab

1. Valid Between Dates:
2. Active?:
3. Online Name:
4. Bank Account:
5. Location: Displays if your General Ledger Account Structure includes Locations.
6. Cost Center: Displays if your General Ledger Account Structure includes Cost Centers.
7. Department: Displays if your General Ledger Account Structure includes Departments.
8. Account#:
9. Tax Deductible?:
10. Report Column:
11. Allow Pledges?:
12. Default Project:
13. Use ACH?:
14. Date First Gift:
15. Date Last Gift:

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

Click the OK button to save the purpose, or click the Apply button to save the purpose and continue adding more.

Updated June 09, 2026 15:31