OLG Administration - Managed Giver: How to set up Managed Giving accounts

How to set up Managed Giving accounts

There are two ways to create an account for Managed Givers: change from an independent account or create a new account.

 

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:

  1. Create a new Managed Giver Account for this family/member.
  2. 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.

  1. In Manage My Church, select Register New Giver

 

  1. Fill in all mandatory fields (those with a red asterisk) and any additional optional information, then click SUBMIT.

 


Related Articles

How to convert a Managed Account to an Independent Account

 

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