Electronic Payments and Online Event Registration · Electronic Payments and Online Event...
Transcript of Electronic Payments and Online Event Registration · Electronic Payments and Online Event...
Electronic Payments and
Online Event RegistrationWeShare Online Solution
Carla Haiar
E
The internet tells you
your offertory giving
will increase with an
online giving solution, is
this a true?
The parish will receive my contribution even on
weekends when I don’t make it to mass.
EXPECTATIONS
Using my credit card, I will receive cash back or other
rewards.
I am able to manage my church giving like any other
bill.
10 - 30%+ increase in your offertory. Why?
60%
20%20%
WHY PEOPLE GAVE ONLINEFast & Convenient Credit card points Someone asked
U.S. Catholic Online
Giving from the USCCB
2013
ONLINE GIVING
Diocesan Online Giving Solution
Challenge: Diocese of Sioux Falls
had a variety of online giving solutions
ACH
PayPal
Bank provided software
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
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
Diocesan Online Giving Solution
Diocesan Online
Giving Solution
Status: Successful implementation
on September 2016
Continue to challenge WeShare to improve system
Be aware!
Do not retain credit card information, you are
not a PCI compliant organization
20% loss of donors in the first few months when
transferring to new portal due to inability to
contact donors
LEAD THE WAY
Speak with credibility about the ease of use.
Pastor encouragement is key, but staff and parish
leadership are essential to your success.
Communicate the online giving benefits early and
often.
Merchant Account
No need for the church to set up a merchant account
LPi & WeShare are Level 1 PCI Compliant
LPi & WeShare are responsible for the Payment Card
Industry (PCI) Compliance
Third-party audits ensure security with
parishioner information
Read all current contracts
Rates are negotiable. Catholic Diocese of
Sioux Falls negotiated competitive rates for
ALL parishes in our diocese.
Some online giving solutions require a
commitment (3 years)
How to determine best product for your
organization:
Can I manage the contributors?
Can I add multiple bank accounts?
How often is money deposited?
Are fees itemized by transaction?
Other considerations:
Is there a limit to the number funds or web
pages I can create?
Manage Events and Event Registrations
Can I export in a format imported directly into
Parishsoft?
How to get started
Enrollment
agreement will need
to be signed
Let’s get started!
Diocese of Sioux Falls
selected
Step 1: Add Users and Administrators
Step 2: Confirm Bank Accounts
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
Step 4: Create Funds and Giving Opportunities
Step 2 sets up
contact and status
of giving
opportunity
Step 5: Create Funds and Giving Opportunities
Step 3 identifies the
allowed payment
types. You can
customize the
receipt.
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
Events
Step 2 of a four
step process to
create an event
Events
Step 3 of a four
step process to
create an event
- Multiple guest
types can be
added
- Very flexible
form
Events
Step 4 of a four
step process to
create an event
- Payment types
allowed
- Email receipt
can be
customized
- Tickets can be
generated
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
Other Online Giving Solutions
ConnectNow Giving
Vanco
OSV
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
Other Electronic Ways to Give
Text to Give
Kiosk Giving
Other Electronic Ways to Give
Text to Give
Kiosk Giving
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
Thank you!
Happy to assist you with
transition to a new online giving
provider!