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Preferred name on contribution statement
Posted: Wed Jan 08, 2014 8:42 pm
by pillarchurch
How do I get the contribution statement to use the preferred name instead of the given first name?
Re: Preferred name on contribution statement
Posted: Wed Jan 08, 2014 9:27 pm
by NeilZ
pillarchurch wrote:How do I get the contribution statement to use the preferred name instead of the given first name?
The report is not setup to use the 'preferred' name, only the Given first name.
If you want, you could ask to have that option added by emailing
wishlist@powerchurch.com, with the rationale why your church requires it.
Re: Preferred name on contribution statement
Posted: Thu Jan 09, 2014 9:28 am
by Zaina
Just a thought...I can see using preferred name as a problem on contribution statements. My 'preferred' name is my middle name. But for tax and other official documentation, I use my first name. I have never tried it, but I feel that documentation of that type would cause an issue with the IRS?
Re: Preferred name on contribution statement
Posted: Sun Jan 12, 2014 10:56 am
by Jeff
That is the reason we have decided not to use the preferred names on the contribution statements. While they are not official tax forms, our thinking is that the names on the contribution statements should match the names people use to file their taxes.
Do you have a reason for wanting preferred names on the contribution statements?