OLG Administration - Account Type: How to change a donor account from an Independent Giver Account into a Church Managed Giver Account

How to change a donor account from an Independent Giver Account into a Church Managed Giver Account  

  1. Set up the Managed Giver Account for the donor (see How to set up Managed Giving accounts)
  2. Email ParishSOFT Support explaining that you have created a Managed Giver Account and would like the member's Independent Giver Account to be merged into it.
    • Include the email address used on the Independent Giver Account.
    • List which Managed Giver Account (give the exact text of the name on the account) the Independent Giver should be merged into.
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