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.

📚 Migration 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.

📖 Summary Guide & Resource Index

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 Migration
   • What it Covers:
     • Answers to the most common migration-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
   1. 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.
   2. When to Use:
      • During billing setup, reconciliation, or monthly invoice review.

✅ Getting Started

If you haven’t already:

• Use the link in your verification email to log into ParishSOFT Giving
• Bookmark the new login page

• Sign in with your Faith Direct admin email and password

   

Need help? Reach out to your Client Relations Manager, or email us at managed.giving@ministrybrands.com

Updated July 08, 2025 18:22