Account Setup, Launch Prep & Engagement Tools

Guides to help you prepare for launch, update your website/communications, and utilize free tools!

24 articles in this collection
Written by Drew Penfield, Kacie Frazier, and Jessica Moore

Let's Get Started!

Manager Portal Overview

The central hub of your giving platform

Written by Drew Penfield
Updated over a week ago

Setup Checklist

Welcome to your manager dashboard! Here are your first steps to configuring your giving platform account and reporting tools.

Written by Kacie Frazier
Updated over a week ago

Online Giving Customization Overview

How to personalize your giving platform

Written by Kacie Frazier
Updated over a week ago

Launch Preparation

Configure Online Giving Page (aka: Giving Portal)

Here are the first steps to getting your online giving portal live!

Written by Kacie Frazier
Updated over a week ago

Launch & Communication Resource Overview

Tools for a successful launch and ongoing giver engagement.

Written by Drew Penfield
Updated over a week ago

Recruit Your Launch Team

Creating a culture of generosity (and preparing for a successful launch) takes teamwork! Who's on your team?

Written by Kacie Frazier
Updated over a week ago

Test Your Giving Platform with Leadership

After joining, have your leaders get comfortable with it! It's crucial to have your launch team on-board.

Written by Drew Penfield
Updated over a week ago

Launch Preparation Checklist

Best practices for a successful launch! Visionary leaders, pastors, communication/media teams: this is for you!

Written by Kacie Frazier
Updated over a week ago

Your Website

Website Updates: Layout & Verbiage Recommendations

Make your organization’s website a catalyst for generosity.

Written by Kacie Frazier
Updated over a week ago

Awesome Website Examples

Your organization’s giving page should be a generosity magnet. Check out these awesome websites!

Written by Kacie Frazier
Updated over a week ago

Sample Giving FAQs for your awesome website

Givers have questions; we've got answers!

Written by Kacie Frazier
Updated over a week ago

Your Communication Platforms

Guide: Optimize Communication Materials for Generosity

Update your emails, bulletin, and social media with your giving platform information!

Written by Kacie Frazier
Updated over a week ago

"New Ways to Give Announcement" Sample Email

Announce your exciting new digital giving platform! 🎉

Written by Jessica Moore
Updated over a week ago

Engagement Tools

Protect your Ministry from the Summer Slump ☀️

Written by Kacie Frazier
Updated this week

Engagement Materials

Use these resources to communicate this new way to give!

Written by Drew Penfield
Updated over a week ago

Launch Sample Script

Talking points for your your Ministry's Giving Launch

Written by Drew Penfield
Updated over a week ago

"Benefits of Creating a Giving Account" Sample Script

Help Givers understand that, although an account isn't required to give, it is very beneficial.

Written by Jessica Moore
Updated over a week ago

“Importance of Recurring Giving” Sample Script

Help your givers understand the convenience & benefit of Recurring Giving.

Written by Jessica Moore
Updated over a week ago

"Donor Covers Fees" Sample Script

Foster financial transparency by informing your donors about your processing fees & how they can help.

Written by Jessica Moore
Updated over a week ago

“Importance of your Payment Method” Sample Script

Help Givers understand their different payment method options & why what they use it matters.

Written by Jessica Moore
Updated over a week ago

Transitioning your Giving Platform

Transitioning to Your Giving Platform

Best practices & resources for transitioning to your giving platform

Written by Drew Penfield
Updated over a week ago

"Introducing a New Giving Platform" Sample Email

Announce your exciting new giving platform with this email sample!

Written by Jessica Moore
Updated over a week ago

"Transitioning Recurring Giving" Sample Email

Help your Recurring Givers transition their Gifts to your new platform via email.

Written by Jessica Moore
Updated over a week ago

New Account Application and Approval FAQs

Account Approval FAQs

Frequently Asked Questions for new account applications

Written by Kacie Frazier
Updated over a week ago