Can a couple/family share an envelope number?
An envelope number can be assigned to more than one individual in a family, but it's our Breeze best practice to have one envelope number per individual. When it comes to producing end-of-year tax statements, by default all family giving is included, and the contributor's name does not have to be listed. A statement can be generated for both the designated contributor and spouse/family.
(See customizing statements for more information on how to customize what is displayed on a statement.)
If you'd like to designate giving to multiple family members using envelope numbers, we recommend creating separate envelope numbers for each giver in the family.
What happens to donations if I delete an envelope number?
Donations that are input via envelope numbers are not deleted just because an envelope number is deleted. Contributions are associated to a person by their profile and are therefore retained when an envelope number is deleted or changed.
Can I reuse an envelope number after I have deleted it from one person?
Absolutely! You can reuse an envelope number once it has been deleted from one person, assigning it to a new person.
How do I change an envelope number?
To change an envelope number follow these directions:
- Go to More > Contributions
- Click More on the left side column > Envelopes
- Click "Add Entry" in the top right corner
- Enter the information for the envelope number and the person assigned.
- Delete the old envelope number
This action will not cause any previous contributions to be deleted or removed from the association of an individual.