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Comment: Modified in view of experience setting up the field.
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← Revision 23 as of 2022-10-26 00:43:41 ⇥
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Deletions are marked like this. | Additions are marked like this. |
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#acl Known:read KenHutchinson:read,write PeterStewart:read,write All: | #acl KenHutchinson:read,write KenCoutts:read,write Known:read All:read Link to GivingToGlenWaverleyUniting |
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* This committee, currently three members, are the only people who handle information on planned giving amounts. * Responses to GGG programs are returned to the convenor of this committee, who records the type and amount of giving. * Envelopes are issued by this group, and the relationship between envelope number and giver are held only by this group. * Monitors giving, and sends out progress letters. * From 2012, notifies the GGG committee of the type of giving but not the amount for each response, to enable effective follow up. |
* Consists of four members led by the Recorder, KenHutchinson, and are the only ones who see giving amounts for envelopes. DavidMorgan as technical support to the committee, may occasionally see data when needed. * Records the type and amount of giving in responses to GGG programs. * For envelope givers: * Issues envelopes. The relationship between envelope number and giver are held only by this group. * Records weekly giving, monitors this, and sends out quarterly progress letters. |
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* Have access to information regarding total amounts of open plate, envelope and direct debit offerings each week. * Have no access to individual information. * Growing Generous Givers committee. * Are informed of who has responded, but not amounts, in order to follow up appropriately. |
* Have access to information regarding total amounts of open plate, envelope and direct debit offerings each week, but not individual information. * Bank account signatories. * For direct debits only, the church bank statement may identify an account name with your giving number. This depends on the bank. These details are normally only accessed by the giving recording committee. |
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* Enters the total amounts of open plate and envelope offerings into the computer each week. * Has no access to individual information. |
* Enters the total amounts of open plate and envelope offerings into the computer each week. * For direct debits only, the office manager prepares the monthly lists for the recording committee from the bank statements. They do not extract bank account names, but may see them. |
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* From 2102, information on pledge type, but not amount, will be communicated via a field of the database only available to these people in order to generate address lists for the various letters. Only the Recording Committee and the database group will be able to see these fields. See ChurchDatabaseUserClassifications for more details. | * From 2012, information on pledge type, but not amount, has been communicated via a field of the database only available to these people in order to generate address lists for the various letters. Only the Recording Committee and the database group will be able to see these fields. See ChurchDatabaseUserClassifications for more details. |
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*Have no access to any individual planned giving information. | * Have no access to any individual planned giving information. |
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Draft by DavidMorgan October 2012. Note that the plan to use the database is subject to Council approval. Modified with comments from PeterStewart. Modified after setting up the field. |
Approved Church Council Oct 2012. Updated Oct 2022. |
Link to GivingToGlenWaverleyUniting
Privacy of planned giving responses
This page outlines the planned giving recording practices at GWUC, with particular emphasis on who has access to information.
- Giving Recording Committee.
Consists of four members led by the Recorder, KenHutchinson, and are the only ones who see giving amounts for envelopes. DavidMorgan as technical support to the committee, may occasionally see data when needed.
- Records the type and amount of giving in responses to GGG programs.
- For envelope givers:
- Issues envelopes. The relationship between envelope number and giver are held only by this group.
- Records weekly giving, monitors this, and sends out quarterly progress letters.
- Money counters.
- Record the amount of money in envelopes by number, and total the envelope and open plate giving for a service.
- Treasurer / Finance committee.
- Have access to information regarding total amounts of open plate, envelope and direct debit offerings each week, but not individual information.
- Bank account signatories.
- For direct debits only, the church bank statement may identify an account name with your giving number. This depends on the bank. These details are normally only accessed by the giving recording committee.
- Church office.
- Enters the total amounts of open plate and envelope offerings into the computer each week.
- For direct debits only, the office manager prepares the monthly lists for the recording committee from the bank statements. They do not extract bank account names, but may see them.
- Addresses envelopes in batches for the various progress monitoring letters.
- Database group / super-users
From 2012, information on pledge type, but not amount, has been communicated via a field of the database only available to these people in order to generate address lists for the various letters. Only the Recording Committee and the database group will be able to see these fields. See ChurchDatabaseUserClassifications for more details.
- Ministerial and pastoral teams.
- Have no access to any individual planned giving information.
Approved Church Council Oct 2012. Updated Oct 2022.