tracking mission trip payments

[dheggeland]

Our mission trip participants will request funds from family members/friends, etc. I know how to apply these so the donor to receives a contribution at year end, but is there a way to track for the individual how much they have received from various donors? We are doing this in another software system & I'd like to get integrated into PC+. Thanks

[NeilZ]

Our mission trip participants will request funds from family members/friends, etc. I know how to apply these so the donor to receives a contribution at year end, but is there a way to track for the individual how much they have received from various donors? We are doing this in another software system & I'd like to get integrated into PC+. Thanks

First off ... if each donor is contributing directly to the support of an individual, under the IRS rules, you cannot list this Contributions as tax deductible. This is specifically spelled out in IRS Pub 526 under Contributions you cannot deduct. If you have this covered by having all the donations go into one pot to support the entire trip, you can have the Contribution Fund setup to display on a Contribution Report.

You can do the following if you want to track each donation. In order to keep what I suggest from being used under all Contribution funds, item 1 must be done.

1. Go into Contributions -> Maintain Custom Codes and create a new Contribution Fund Type of Mission Support.
2. Go into Contributions -> Maintain List of Designations and create a new designation for each person going on the mission trip. Set the Contribution Fund Type on each to Mission Support.
3. On the Mission Support Contribution Fund, set it to the Fund Type of Mission Support.

Now, when entering Contributions for Mission Support, you will be able to designate the person who helped to raise the funds, which you can then use to create a report for each using the Designated Contributions standard Contribution report. These designations will not be active for any other Contribution Fund, only for the Mission Support one.

[kilpatrick]

Sorry for butting in on this. But could you also use a Donor Restrictive Fund for each individual person?

[NeilZ]

Sorry for butting in on this. But could you also use a Donor Restrictive Fund for each individual person?

1. There is no such fund in Contribution, you would tie the Contribution fund to the restricted fund in Funds Accounting.
2. That would designate the funds for one specific person, and run afoul of the IRS rules on deductable expenses, and
3. Create a bunch of Contributions Funds tied to a bunch of Restricted Funds in Funds Accounting that would have to be adjusted each year.

Much easier to use the method I described.

[kilpatrick]

Thank you!