Account Setup, Launch Prep & Engagement Tools

Let's Get Started!

Manager Portal Overview

Written by Drew Penfield
Updated over a week ago

Giving Platform 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 over a week ago

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

3 Ways to Ask for Money that Aren't Annoying 💵

How "Thank You" & transparency can increase generosity.

Written by Jessica Moore
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 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