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Account Setup, Launch Prep & Engagement Tools
Account Setup, Launch Prep & Engagement Tools
Guides to help you prepare for launch, update your website/communications, and utilize free tools!
22 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
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