Steward Module

Steward

The Steward module is the financial backbone of SanctuaryOS — handling every aspect of church giving from session entry and deposit reconciliation to CRA-compliant tax receipts, recurring giving management, and donor engagement analytics. Built for Canadian churches with full support for CAD currency, CRA reporting requirements, and multi-campus operations.

Key Features

Dashboard — KPIs, giving trends, fund breakdowns, pledge campaigns, recurring giving, and Monday morning workflow
Sessions — Record offering sessions grouped by service date with full lifecycle management (Draft → Submitted → Balanced → Posted → Locked)
Session Entry — Keyboard-first data entry grid with donor search, fund columns, payment method shortcuts, and duplicate detection
Deposits — Group sessions into bank deposits, reconcile against bank amounts, and track discrepancies
Donors — Full donor directory with giving status, YTD totals, streak tracking, and engagement filters
Donor Profiles — Individual giving history, fund breakdown, pledges, recurring schedules, and sparkline trends
Donor Merge — Safely merge duplicate donor records with preview and audit trail
Pledges — Campaign management with goal tracking, pace indicators, and projections
Recurring Giving — Stripe-integrated recurring schedules with failed payment retry and donor notification
Online Giving Review — Match incoming online transactions to donors and service windows
Giving Pages — Build and manage public-facing online giving pages with Stripe integration
Import — Six-step CSV import wizard for migrating legacy giving data with automatic column mapping
Bank Feed — Connect bank accounts, sync transactions, and auto-match to deposits
Bulk Actions — Batch statement generation, fund reallocation, bulk posting, and donor updates
Statements — CRA-compliant tax receipts with annual, interim, and ad hoc statement runs
Funds — Fund performance dashboard with YTD totals and year-over-year comparisons
Donor Journey — Engagement analytics with trajectory tracking (Growing, Stable, Declining, New, Lapsed, At Risk)
Reports — Comprehensive giving reports with date presets, fund filters, and export capabilities

Session Lifecycle

Every offering session in SanctuaryOS follows a financial lifecycle:

DRAFT — Session is being entered, transactions can be added or removed
SUBMITTED — Entry is complete, awaiting review and balancing
BALANCED — Counts have been verified against expected totals
POSTED — Session is finalized and amounts are committed to the ledger
LOCKED — Statements have been issued; session cannot be modified without unlock

CRA Compliance

SanctuaryOS is designed for Canadian churches and adheres to Canada Revenue Agency (CRA) requirements for charitable receipting. Tax receipts include the charity's BN/registration number, proper donor identification, and comply with the Income Tax Act guidelines for official donation receipts.