How to set up Managed Giver Accounts
"Managed Givers" are a category of givers who entrust the church administrator to oversee their giving accounts. Contributors choose to have Managed Giver Accounts for one of two reasons:
- They don't have a valid email address
- They don't want to use their email address to avoid receiving giving software email notifications
Most Managed Giver Accounts are set up with a Firstname@lastname.com email format.
The email address used in this field may be invalid, as long as it conforms to the email address format.
There are two ways to update a Managed Giver Account
- Add a gift/donor:
- Start a new gift using the Virtual Terminal feature. Here, you must enter in the donor information using the giver's fake email.
- Or create a donor account in the donor section also with the fake email.
- Edit scheduled/recurring gifts. You can edit existing gifts at a donor's request.
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