Impact Reports How To: Donation Distribution Feature

The impact report feature serves as a valuable tool, empowering you to authentically convey your ministry’s story. By using this tool, you can effectively connect givers with your vision igniting their passion to support your endeavors and assist you in reaching your ministry’s goals.

Using the Impact Report’s Donation Distribution feature, you can clearly communicate what ministry efforts your donors’ gifts are going toward. By giving them a snapshot of your church’s budget, you are keeping donors informed and encouraged as they support your ministry.


Step 1: To start, you will need to create an Impact Report in your fund.

Step 2: Go to Fund Management from your dashboard and edit the fund assigned to your Pledge Drive.

PB Edit Fund.png

Step 3: Here you will want to select Impact Reports at the top and check to Add impact reports for this fund.

Step 4: Once selected you can create your Impact report. You will add a title and can add more information in the extra information box. This can be as simple as a thank you from the pastor or your churches mission, vision and values. It can also be a description of what you are fundraising for and updates.

Pro-Tip: You can add an image to your Impact Report to accentuate the information you are highlighting for your donors.

Step 5: Check the box to Include a breakdown of how donations are distributed.

Step 6: From there, customize your Impact Report to be an accurate representation of your church's fund allocation. You can display 3 different areas your donors’ generosity supports and how much of your ministry’s budget they make up. You can also select an Icon and Color for each item and click Save

EB Check Box.png

Step 7: Now you will go to your primary giving form to enable the Impact Report by navigating to your Form Manager. Select the three dots to the right of your form and Edit Form.

PB Step 6.png

Step 8: In edit mode for your chosen form, you will select Form Properties at the bottom of the page.

Step 9: Select Impact Reports at the top and select Enable Impact Reports.

Step 10: Add any additional text you want to display then check Show your extra fund information and Show how donations are distributed.

EB Check Box 2.png

Step 11: Select Done then Save and Publish your form.


EB Final.png


Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request