Donation Summary Question

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Hilohi
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Donation Summary Question

Postby Hilohi » Mon Dec 19, 2011 6:15 pm

When a member transfers to another ward, shouldn't his or her donation summary in its entirety be transferred too?

The donation summary of a member who recently moved into our ward only shows the tithes/donations that he gave in our ward (as opposed to the tithes/donations that he gave in his prior ward). However, I thought when a member's records are transferred to another ward, his or her donation summary from his or her previous ward should be transferred too.

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Mikerowaved
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Location: Layton, UT

Postby Mikerowaved » Mon Dec 19, 2011 6:36 pm

Each unit a person donates to will have separate donation records for that person that stay with the unit. They do not follow a donor with a move.
So we can better help you, please edit your Profile to include your general location.

jdlessley
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Postby jdlessley » Mon Dec 19, 2011 8:12 pm

hilohi wrote:When a member transfers to another ward, shouldn't his or her donation summary in its entirety be transferred too?
This would be handy to have. But all the finance records for donations remain with the unit in which the donations were made.

hilohi wrote:The donation summary of a member who recently moved into our ward only shows the tithes/donations that he gave in our ward (as opposed to the tithes/donations that he gave in his prior ward).
This is the way it is currently implemented. When a member moves they should get a year-to-date donation summary before they move if they want to verify the accuracy of their donation records. Members can always contact their former ward and ask them to send the donation summary and the tax-valid statement if they did not get one. For more information see the Statements of former ward members section of the wiki article Donor statements
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

crislapi
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Postby crislapi » Mon Dec 19, 2011 9:16 pm

Financial information (donations) is not part of a membership record and does not move with a membership record. Instead, it is part of the unit's financial records and is kept with the records of the unit where it was received. If for nothing else, I see this as being because this is the best way to ensure a trail to the actual paperwork and documentation necessary in the case of an audit.


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