Transitioning to Planning Center Giving
To help your church transition to Planning Center Giving, we have tips for two areas: handling donation records from your old system and communicating the transition to donors.
Handling donation history
Some churches want their donation information in one system; others prefer to start fresh with a new platform. If you want to keep everything in one place, use the donation import tool to import historical donations from an old donation system into Giving. Before completing an import, read the Import donation history guide to learn how to format your CSV file.
Communicating with donors
Your congregation wants to know that they can give in a way that's secure and easy. Ease their doubts by setting up a timeline and process to answer their questions.
Here are some tips for a smooth transition to Giving:
Give yourselves 1-2 months to complete the transition.
Use the instructions in the Getting Started Guide to set up Giving.
Enable the Church Center mobile app.
Announce your intention to switch to Giving to your congregation, including the dates that the two platforms will overlap and the transition end date.
Start publishing the URL for online giving and information on the Church Center app in bulletins and on websites. Many churches use video and emails to announce their change.
Make yourselves available for questions and help in setting up recurring donations, payment methods, etc.