We have tools to help your ministry transition to our giving platform as easily as possible.
One of the biggest concerns during a giving platform transition is losing donations, especially recurring donations, during the switch. That is why we have created tools and resources to help you transition smoothly, so no one falls through the cracks.
Recurring Giving is often the foundation of an organization’s budget. The Recurring Giver Transition Program allows you to import your donors’ recurring gift schedules making it as seamless as possible for donors to switch to the new platform.
You can then notify your givers by sending a customized email to help communicate the switch. All your donors need to do is click the link in the email and input their preferred payment method to continue their gift without interruption.
Admin Perspective
Step 1: Upload Files
You will import a csv file containing your donors’ profile information, such as name and email address, and an accompanying csv file with each donors’ recurring gift schedule information. This includes how much they give, to which fund, at what frequency, and when the recurring schedule will begin.
Check out THIS ARTICLE outlining how you must format your files for upload.
Note: Uploaded files must meet format criteria. If your file is incorrect or has missing data, you will receive an error message with helpful instructions about what may need to be corrected.
Step 2: Confirm Import
After completing Step 1, confirm your import in Step 2 and checkmark the acknowledgement statements.
Note: Import may only be completed once and cannot be undone. Please ensure your files are complete and accurate before confirming. This will not impact your donors! Confirming import will simply add the records you've selected into your digital giving account.
Step 3: Notify Donors
Congratulations! You've imported donor profiles and their accompanying recurring gift schedules. Now it's time to spread the word.
You may not be ready to do so just yet, and that's ok! When the time is right, notifying your donors is just as easy as importing their records.
Choose your personalized message and click Send Email. Your custom message will be sent to each donor imported to the email address on their profile.
Click the preview icon to see the email before it goes.
Note: The links in the email notifications are secure and encrypted. Therefore, they will expire every 72 hours. You will want to resend the notification in order to allow stragglers to complete their recurring gift set up. Don’t worry, only donors who have not completed git set up will receive the notifications again.
Donor Perspective
Once the email notification is sent after import, donors can access their new giving account with just one click!
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Donors with recurring gifts:
Donors will receive an email with your personalized message accompanied by the details of their recurring gift.
They will then click to set up their new giving account password and enter their preferred payment method.
Once they submit their payment information, their recurring gift schedule will be active within your new giving platform. The confirmation pop-up will allow them to click to be taken to your primary giving form to login and view their gift details.
They will click the Sign In Tab to login and view their completed recurring gift schedule.
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Donors without recurring gifts:
Donors will receive an email with your personalized message.
They will then click to set up their new giving account password and will see a confirmation on the screen upon completion.
When they click to login, they will be taken to your primary giving form where they can sign in and make a gift!
Frequently Asked Questions
Will the steps above stop a recurring gift in our other system?
🚨 No! Importing giving records or recurring scheduled gifts will not eliminate, replace, or remove records or scheduled transactions from your other platform. It will be important to consider clear communication with your donors including instructions about how to cancel previous recurring gifts in your other system(s). 🚨
Why do givers need to verify payment methods? 💳
While most information may be imported, such as names, contact information, historical giving, and recurring gift schedules, other information is protected for the safety and security of your givers. Saved debit/credit card numbers and bank account numbers cannot be transferred from one platform to another. Upon first log-in, givers will have the opportunity to add their preferred giving method.
What are the file requirements for upload? 📁
Each file type must be .CSV and include the appropriate column headers. Additionally, there must not be missing data (i.e. blank cells). If a file includes errors, you will receive a validation error message with helpful instructions about what needs to be fixed before moving on. See file requirements and FAQs here.
I'm ready! How do I get started? 📅
Schedule a call with our Transition Specialists here. We're looking forward to connecting with you!
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