Recurring Offering Templates

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Recurrent Offerings in Shepherd's Staff give users the opportunity to automate giving that happens on a set schedule for congregants in their church. Most commonly, this occurs through the use of electronic offering services, where users can set up automatic transfers on a set schedule from their bank account to the church. In Shepherd's Staff, users can create recurrent offering templates that mirror the schedule of these transfers to make entry of this data quick and easy. 

The Year End is a good time to review these recurring offering templates to ensure that these templates are still accurate, and make changes accordingly when you copy the template for the next year.

Note: If you use Vanco for electronic offerings, the fastest option would be to use the Vanco Import feature of the contributions module.

» Adding a Recurrent Offering Template

  1. From the Records menu, select Recurrent Offerings or simply click the second “O” icon from the toolbar. Either method will open the Recurrent Offering Templates Grid. 
  2. From the Recurrent Offering Template Grid, click Add. 
  3. Start by selecting the envelope from the drop-down menu. Skip the “Total Offering” for now.
  4. Next choose the frequency for this offering. 
  5. Set the dates for this offering. If it’s indefinite, you probably want to set it for the year and then use the copy option to extend it every year’s end. This is so you can check in with the giver to make sure the template is going to be the same for the next year
  6. Now choose the funds that are being given to and how much each fund is getting per the frequency setting.
  7. Once those settings are in, click the arrow next to total offering to generate that amount.
  8. When finished, click OK.
  9. Any future templates are color-coded with light yellow and past templates are light blue.

» Copying Recurrent Offering Templates

At year end, if a recurrent offering template is going to continue into the next year, it is important to copy the template to create a new template for the next year. 

  1. From the Records menu, select Recurrent Offerings or simply click the second “O” icon from the toolbar. Either method will open the Recurrent Offering Templates Grid. 
  2. Click on the recurrent offering template that you want to copy for the next year to highlight it, then press the Copy button at the bottom of the grid.
  3. Review the template, and make any necessary changes, such as changes in amount or distribution of money across funds. Note that the end date is automatically advanced by one year.
  4. When finished, click OK

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