What Can I Share With Parent Of Missionary

What PRINTED information can I share with a parent of a missionary?

I have a parent of a missionary wanting to know how much has been paid toward their child's mission.

I'm looking at the following:

- A Donation Batch Summary
- An Expenses Summary

Neither of these reports expose information about who made the contributions (protecting anonymity) and, combined they show the amount of funds received in contribution and how much has been expensed by the Ward.

1.
This seems okay to me to print out and share this information with the parent (is it?).

2.
However, what if the parents want to know how much grandma paid? (I assume this is considered confidential and they can take it up with grandma? Am I correct in this?)

The report I use is
Income and Expense Summary
< select date range >
Ward Missionary Fund
< Missionary name >

you then get on one report

START BALANCE
INCOME
EXPENSE
TRANSFERS
END BALANCE

davecharbonneau wrote:However, what if the parents want to know how much grandma paid? (I assume this is considered confidential and they can take it up with grandma? Am I correct in this?)

You are correct. If the parents want to know how much grandma paid, they can ask her. Clerks should not tell parents who donated how much to the mission fund other than their own personal donations. You can give them total account status with no names associated.

If you want to use the report on Leader and Clerk Resources (LCR), the report can include a detail report that does not include the donor information.
LCR > Finance > Overview > Income and Expense Details.
While on the Income and Expense Details page select options for the date range (Current year | Previous | Custom Dates); the Ward Missionary Fund category; and the ward missionary name.
This report will include the columns Date, Reference #, Category, Description, Type (Income or Expense), and the Amount. The donor details can be viewed by clicking the hyperlinked reference # but will not be included in the printed report.