Stewardship: funds, campaigns, and giving

Stewardship is where the parish records giving — the funds you receive against, the campaigns you run, and the gifts themselves. It ships switched off: an administrator turns it on in Settings → Modules and grants the Stewardship permission to whoever keeps the books.

Two permissions, on purpose

Vianney keeps *who gave* separate from *how much*:
- Stewardship (bare) lets someone see membership — who gave, who is a lapsed donor, which fund a family favors — but never a dollar figure.
- Stewardship: amounts additionally reveals the numbers.

So a communications volunteer can send to "gave last year, not this year" without ever seeing an amount, while the bookkeeper sees the figures. A separate exports permission gates any CSV.

The Overview

The Dashboard tab is Stewardship's front door. Its header reads simply Giving Overview, with a *Stewardship access · audited* chip and an Import button beside it — no preamble, because the numbers speak for themselves. Beneath sits a hero band with the year's total given, then a compact strip of figures (this month, households given, gifts recorded, average gift, largest gift, pledged, LYBUNT households) that each click straight through to the tab that explains them.

Below the hero, the page splits into two columns. The left column carries the newest gifts, a giving-spread chart (how many households gave in each dollar range), and the parish's top funds this year. The right rail carries a campaign progress card (goal vs received, with a bar), the import queue (imports waiting on review), and a Follow-up card naming the LYBUNT and SYBUNT counts. Every card is itself a link into its full tab — the Overview never asks you to do anything, only to see, then jump.

What's here

• Dashboard — the Overview above.
• Givers — the donor list for a fiscal year or custom date range, filterable and sortable; open a household's row to unroll its fund-by-fund giving without leaving the list.
• Explore — build your own question over gifts, funds, campaigns, and time — see Explore your giving data.
• Campaigns — an appeal with a goal; each card shows goal vs pledged vs received, from real sums.
• Funds — the categories you record giving against (offertory, capital, scholarship…).
• Import giving — upload your ParishSoft contribution export (the default source) or your counting team's own report, and record it (see Importing giving). Loose-plate and fee rows come in as unattributed bookkeeping — posted to the right fund, but kept out of any household's personal giving history.
• Recent — the latest recorded gifts as a tight table: Household, Date, Fund, Amount, and a Draft thanks button on each row. It reads at the same density as All Messages in Connect, so a screenful is a screenful of gifts rather than four of them. Press Draft thanks and the draft opens in the space directly beneath that gift's row; it still takes your confirm to send. See Campaigns and thank-you drafts.

Running the numbers as a report

Stewardship answers questions in place. When you want a report you can save, re-run, or hand to the finance council — gift detail, giving by fund, participation month by month, or the year-end giving statements — those live in The Reports workspace, which reads the same ledger under the same permissions.

What Stewardship is *not*

There is no wealth screening in Vianney and no purchased donor data — nothing about a household's means arrives from outside the parish. What you see in these tabs is recorded giving history, never a score. (Advancement work, where a parish keeps its own capacity judgments and asks, sits behind its own separate Capacity & asks permission, which no lay role holds unless it is deliberately granted.)