How to set up Managed Giving accounts
How to change an existing independent account to a new Managed Giver Account
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.
How to add a new Managed Giver Account
These instructions must be followed to create a new Managed Giver Account for any giver who has never had an account before; in addition, they must be followed for any giver who wants to move from an independent account to a Managed Giver Account.
- 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.