How to set up Managed Giving accounts
There are two ways to create accounts for Managed Givers:
If a giver has an Independent account but would like the church to take over this process:
- Create a new Managed giver account for this family/member.
- Send Parishsoft Support an Email stating that you would like an Independent account turned into a Managed Giver Account and include the following information:
- The email address of the giver's Independent Account.
- The exact text of the name listed for the Managed Giver account you created for them.
If there is no independent account, you may create a new Managed Giver account from scratch:
- In Manage My Church, Select Register New Giver
- Fill in all mandatory fields (those with a red asterisk) and any additional optional information, then click submit.