What information do we need for our annual report or audit?
Stewardship is a donor advised fund charity, where our givers (your supporters) make gifts to Stewardship and we claim the Gift Aid where eligible.
All payments made to your church or charity by Stewardship are charitable grants, so your reports should reflect them as ‘grants’ rather than ‘donations’ or ‘legacies’. There is no need to list each grant individually, a total figure can be shown. However, if the grants you have received from Stewardship are intended to support different projects or funds (e.g. general funds, a building fund, etc.), then the total amounts received for each fund must be shown separately.
You can download reporting on all of your grant payments related to your Stewardship Partner Account by following these steps:
- Sign into your Stewardship account
- Click ‘Activity’ in the bar across the top of the page
- In the 'Transactions' tab, click on the filter marked 'All transactions' and change it to 'Payments'
- Click on the filter marked 'Last quarter' and put in the relevant calendar dates in the 'From' and 'To' fields, before clicking 'Update'
- Click ‘Download’ at the bottom of the screen (or the download icon at the top right of the on-screen report)
- Open the CSV file and save for your records. You can view and filter CSV as you would any spreadsheet on your computer
Should your accounts examiner or auditor request a breakdown of information for a particular grant payment, you can download specific reports from the "Payments" tab of the "Activity" section.