OLG - Giver Account Creation: A donor would like to make an Independent Account after making Quick Give donations

A donor would like to make an Independent Account after making Quick Give donations

Once a donor email address is associated with a Quick Give donation, they cannot create a new independent giving account using the same email address without some extra steps.


There are two options to create the independent account:

Option 1:

  1. The donor sets up an independent account with a different email address
  2. The church administrator contacts ParishSOFT Support asking that we change the email address on the independent account to the desired email address.

Option 2: 

  1. The church administrator sets up a Managed Giver Account for the parishioner
  2. The administrator contacts ParishSOFT Support asking that we merge the Quick Give Account(s) into the new Managed Giving Account.
  3. The church converts the Managed Giving Account to an independent account

 

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How to convert a Managed Giving Account to an independent giving account

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