Welcome to ParishSOFT Giving: Summary & Key Resources

Objective

This article serves as your central hub for the migration from Faith Direct to ParishSOFT Giving. Inside, you’ll find high-level summaries of each major topic, when to use them, and links to detailed articles for step-by-step support.

 

Upgrade Overview

Over the past few years, we’ve been preparing for a transition to a more modern, flexible giving platform—ParishSOFT Giving. This new platform offers:

  • More flexible donation dates (not just the 4th or 15th)
  • Support for modern payment options like Apple Pay, Google Pay, and PayPal
  • Streamlined tools for fund management, donor communication, and reporting
  • Admin-level controls for staff and volunteers

This guide will walk you through what’s new, what’s changing, and how to manage your giving program confidently.

 

Getting Started

If you haven’t already:

  • Log into ParishSOFT Giving here: https://giving.parishsoft.com/cp/Account/
    • This link also lives in your verification email
  • Bookmark the new login page
  • Sign in with your Faith Direct admin email and password

Account Information Form

You'll need to complete the Account Information Form in ParishSOFT Giving before you can utilize all the tools and resources available to you.

 

Summary Guide & Resource Index for your New Giving Platform

Below is a summary of each major article with a short description and a link to the full article.

  1. Frequently Asked Questions About the Upgrade

    • What it Covers:
      • Answers to the most common upgrade-related questions—timeline, donor impact, fees, support, and what’s transferring from Faith Direct.
    • When to Use:
      • To align parish communications and prepare your staff or leadership for questions.

  2. ParishSOFT Giving Platform Overview

    • What it Covers:
      • A guided walkthrough of the new platform’s main areas: dashboard, reports, forms, donor records, and key differences from Faith Direct.
    • When to Use:
      • During training or as a general orientation to the platform.

  3. How to Add a Manager in ParishSOFT Giving

    • What it Covers:
      • Instructions for adding new admin users, setting role permissions, and best practices (like disabling delete access).
    • When to Use:
      • When onboarding new staff or volunteers to help manage the system.

  4. Navigating the Settings Tab in ParishSOFT Giving

    • What it Covers:
      • Deep dive into the admin settings area—billing setup, virtual terminal, form controls, text-to-give setup, integrations, and email templates
    • When to Use:
      • When customizing the system or managing admin tools and integrations.

  5. Understanding Deposits and Transaction Fees

    • What it Covers:
      • Explains how to view gross deposits, locate transaction fee reports, and opt into manual funding if you prefer a net deposit method.
    • When to Use:
      • When reconciling deposits or reviewing fee transparency.

  6. Understanding Monthly Fees

    • What it Covers:
      • Outlines where and how to view your monthly program fee, set up automatic payments, and understand the difference from the Faith Direct billing model.
    • When to Use:
      • During billing setup, reconciliation, or monthly invoice review.

 

Have Questions or Need Help?

We’re here to support you every step of the way:

 

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