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
- Set up the Managed Giver Account for the donor (see How to set up Managed Giving accounts)
- 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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