How do I post giving to both spouses?

Overview:

There may be times where both spouses give. Best practice in Breeze is to associate/add giving for example for a husband and wife with one or the other spouse. You are probably aware that when adding contributions in Breeze you are only able to add a gift to one individual person's name. So what do you do when both spouses have made a donation, and you want them both to get credit for it?

  • Make sure that you have utilized the  "Family Roles" in Breeze to connect the spouses to each other. This loosely ties these individual profiles together. When looking at giving on a profile, or even when printing statements, you can view the giving for both husband and wife when you select to "group by family". This will tie their giving together. 

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Additional Related Resources:

Complete Guide to Creating Giving Statements 

Customizing Statements

 

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