Electronic Payments and Online Event Registration. WeShare Online Solution Carla Haiar
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1 Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar
2 E
3 The internet tells you your offertory giving will increase with an online giving solution, is this a true?
4 EXPECTATIONS 10-30%+ increase in your offertory. Why? The parish will receive my contribution even on weekends when I don t make it to mass. Using my credit card, I will receive cash back or other rewards. I am able to manage my church giving like any other bill.
5 ONLINE GIVING WHY PEOPLE GAVE ONLINE Fast & Convenient Credit card points Someone asked 60% 20% 20% U.S. Catholic Online Giving from the USCCB 2013
6 Diocesan Online Giving Solution
7 Diocesan Online Giving Solution Challenge: Diocese of Sioux Falls had a variety of online giving solutions ACH PayPal Bank provided software
8 Diocesan Online Giving Solution Objective: Simplify bank reconciliation Uniform system for processing online payments regardless of department Bank was forcing migration to a new platform in October of 2016
9 Diocesan Online Giving Solution Implementation: September 2016, set up WeShare Online Giving Three different sites (Broomtree, Catholic Diocese of Sioux Falls, Foundation) Ability to add multiple checking accounts to each site
10 Diocesan Online Giving Solution Status: Successful implementation on September 2016 Continue to challenge WeShare to improve system
11 Be aware! 20% loss of donors in the first few months when transferring to new portal due to inability to contact donors Do not retain credit card information, you are not a PCI compliant organization
12 LEAD THE WAY Pastor encouragement is key, but staff and parish leadership are essential to your success. Speak with credibility about the ease of use. Communicate the online giving benefits early and often.
13 Merchant Account No need for the church to set up a merchant account LPi & WeShare are responsible for the Payment Card Industry (PCI) Compliance LPi & WeShare are Level 1 PCI Compliant Third-party audits ensure security with parishioner information
14 Read all current contracts Some online giving solutions require a commitment (3 years) Rates are negotiable. Catholic Diocese of Sioux Falls negotiated competitive rates for ALL parishes in our diocese.
15 How to determine best product for your organization: Can I add multiple bank accounts? Can I manage the contributors? How often is money deposited? Are fees itemized by transaction?
16 Other considerations: Manage Events and Event Registrations Is there a limit to the number funds or web pages I can create? Can I export in a format imported directly into Parishsoft?
17 How to get started Enrollment agreement will need to be signed
18 Diocese of Sioux Falls selected Let s get started!
19 Step 1: Add Users and Administrators
20 Step 2: Confirm Bank Accounts
21 Step 3: Create Funds and Giving Opportunities Step 1 of a 3 step process to set up a fund and landing page for a giving opportunity
22 Step 4: Create Funds and Giving Opportunities Step 2 sets up contact and status of giving opportunity
23 Step 5: Create Funds and Giving Opportunities Step 3 identifies the allowed payment types. You can customize the receipt.
24 Events Step 1 of a four step process to create an event - Note, cannot identify multiple day events - Events with multiple dates and times create a new event
25 Events Step 2 of a four step process to create an event
26 Events Step 3 of a four step process to create an event - Multiple guest types can be added - Very flexible form
27 Events Step 4 of a four step process to create an event - Payment types allowed - receipt can be customized - Tickets can be generated
28 Bank Reconciliation Monies are deposited three times a week Transaction Reports contain details of each transaction along with fees per transaction Financial Center enables you to review and correct errors in credit card processing
29 Other Online Giving Solutions ConnectNow Giving Vanco OSV
30 Event Registration Solutions Eventbrite costly, monies deposited at the conclusion of the event with fees deducted Google Forms allows to collect information for an event but cannot process payment
31 Other Electronic Ways to Give Text to Give Kiosk Giving
32 Other Electronic Ways to Give Text to Give Kiosk Giving
33 ParishSOFT s Online Giving If you are using ParishSOFT Online Giving, you will need to transition in the future. Take charge of your migration path! Required to pay $175 compliance fee and audit
34 Thank you! Happy to assist you with transition to a new online giving provider!
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