Track Benevolence Requests
Manage financial assistance with expense tracking, approvals, and full accountability.
“Track benevolence requests and care plans”
— What churches tell us they need
How it works in CareNote
CareNote handles benevolence requests through two complementary features: Care Requests for managing the workflow, and Expenses for tracking financial assistance.
For the request workflow
Create a Care Request with “Benevolence” category
Use your Benevolence category (set up by admin)
Document the need
Record what assistance is being requested and any supporting details
Assign to benevolence team
Route to your benevolence committee or deacons for review
Track through approval
Move through statuses as the request is reviewed and approved
For financial tracking
Navigate to your Benevolence group
Admin → Groups → select your Benevolence group
Create an Expense record
Log the financial assistance being provided
Link to the person
Connect the expense to the profile receiving assistance
Track status and amount
Set category, type, amount, and status (Pending → Approved → Cleared)
Run expense reports
Generate reports by group, date range, or category for accountability
What you get
- Dedicated benevolence request tracking
- Expense tracking with amounts and statuses
- Document storage for receipts and verification
- Expense reports for leadership accountability
- History of assistance per person
Ready to organize your benevolence ministry?
Start your 14-day free trial and see how easy it is.