Get Started with Faithlife Giving

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Faithlife Giving encourages generosity by making it simple to donate and easy to manage.

Once your Giving account is active, a private Finance Team will be added to your Faithlife church group. Members of this team have access to the Admin Stewardship Portal, where you can view and manage gifts, givers, and funds.

 

 

Set Up Giving

You can activate and set up giving in a few minutes.

Activate Your Account

As an administrator of your church group, you can initiate the setup process for Faithlife Giving.

1. Select Finances in the Admin sidebar.

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2. Click Activate your account.

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3. Click Get Started.

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4. Provide and review your account details.

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Organization: In order to accept donations, you will need to provide your organization’s name—both legal and common—along with a phone number, website, Tax ID, and physical address. After entering your information, click Next.

Contact: Provide the contact information for the individual who will serve as the contact for your church. You can change this later if necessary. (Note: A new rule requires companies, such as Faithlife, to collect and verify specific information, including social security numbers, at the time a new account is opened. This intent of this rule is to assist in the government’s effort to prevent financial crimes.)

Financial: Thirdly, add your bank account details. Faithlife will deposit any gifts into and withdraw fees from the account you provide.

Review: Ensure your information is correct and click Confirm.

Plans & Terms: Select your desired plan, read the Gift Processing Agreement and agree to its terms, and click Confirm and Submit.

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The Standard tier includes no monthly fees and is ideal for churches and ministries just getting started or receive less than $7,500 per month in credit/debit card donations.

The Premium tier includes a monthly fee with lower transaction rates and is ideal for established churches and ministries that receive greater than $7,500 in credit/debit card donations or those that want to benefit from lower transaction rates.

Note: Our credit/debit card rates are based on the standard mix of donation process. Some cards, such as rewards, American Express, and Discover cards, are more expensive to process. Faithlife reserves the right to apply a higher rate if your donation mix exceed standard processing levels for these card types. However, before applying such rate, Faithlife will provide you with advance notice by email, and will contact you to discuss pricing revisions.

The first monthly fee is due a month after the account has been approved to start accepting gifts. Monthly fees are debited from your account based on the date your account was activated. For example, organizations where accounts were activated on the 18th of the month would be billed their first month's fee the 18th on the following month and on the 18th of each subsequent month.

Note: For more questions related to privacy, security, or finance questions, see Faithlife Giving’s FAQs or contact us.

Once this form is submitted, Faithlife will process the details and immediately activate Giving so you can start accepting donations. If more information is needed, we will contact the primary contact you provided. The entire process often takes less than ten minutes to complete.

 

Invite Members to Your Finance Team

Once you begin the activation process, Faithlife establishes a private Finance Team as a subgroup of your Faithlife church group. You can access your Finance Team by selecting Finance in your church group’s admin sidebar.

By default, only the individual who activated giving for your church has access to the finance team. Even other administrators of your church group will not have access until you invite them or accept their request for access.

You can invite others to the Finance Team via the Invite button in the top right-hand corner of the group.

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If the invitee doesn’t have a Faithlife account, they’ll be prompted to create one for free once they get your invitation.

 

Add Funds and Campaigns

You can add funds and campaigns for people to give towards from your Finance Team.

1. Select **Account** in the admin sidebar of your Finance Team group.

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2. Scroll down to the Funds or Campaigns section.

Funds provide tangible categories for donations, like General, Missions, etc.

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Campaigns are time-bound donation goals associated with a fund. Campaigns are often effective because they provide a tangible target for donations (e.g., mission trip fundraising, building campaign, etc.).

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3. Click Add fund or Add campaign, provide the appropriate details, and click Save.

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Note: To edit or deactivate a fund select the more options menu image36.png for the fund in question. Deactivated funds appear below (under Inactive Funds) and can be reactivated by clicking the Activate button. To edit or end a campaign select the more options menu for the campaign in question. Completed campaigns appear below.

 

Set Up Text to Give

You can set up Text to Give from the Account admin menu of your Finance Team.

1. After selecting Account in the Finance Team’s admin sidebar, scroll down and select Get a phone number.

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2. Your church group’s settings page will open. Select Get a phone number.

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3. Search for and select a number. Click Get number.

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4. Distribute the number to your people so they can give via text.

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Donors can text the number with the word “Give” and the amount in USD they want to give. If you want to donate to a specific fund, text “Give [amount] to [fund name].” You can cancel a gift by texting “Cancel” within 30 minutes to the same number.

The first time a donor gives via text, they will receive a link to a form where they can provide payment information, as well as an email address where they will receive a receipt. For subsequent gifts, Faithlife Giving will process their gift using the last payment method the donor used.

 

Share Your Giving Form

There are several ways to share your giving form. Each of these methods will bring donors to the same interface. The more access points you give to people, the easier it will be for donors to give to your ministry.

1. Church group on Faithlife.com

Once giving is active, Faithlife will add a “Give” button to your church group’s homepage on Faithlife.com.

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2. Faithlife Site church website 

Additionally, if your church has a Faithlife Site, a draft page for giving is already ready to publish. To make it public, change it’s status to Published in the page’s settings menu.

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Now anyone who visits your site can now give to your church.

3. Direct link or embed code 

You can access the Share / Embed item in the Admin panel of your Finance Team subgroup.

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The first option offers a direct link you can share with anyone.

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With the second option, you can embed your giving form on any website with the unique embed script.

 

Admin stewardship portal

You can locate the admin stewardship portal by navigating to your church group on Faithlife.com and selecting Finances in the church group’s Admin sidebar.

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Faithlife will direct you to Finance Team, the private subgroup created when you first activated giving. This private group keeps your church’s giving data secure and allows you to easily manage all donations given to your church.

The admin sidebar of your Finance Team enables you to interact with donations given to your church. The remainder of this article will explain the options in this sidebar.

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Giving overview

Overview gives you all the basic info you need, right at your fingertips.

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The dynamic graph displays gifts given to your church. And dragging your cursor over the available data provides more granular information. You can adjust the data shown via the drop-down menu in the top right-hand corner.

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Basic stats like total gift numbers and averages display above the graph, while the table and pie charts below show yet more detailed data.

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View and export gifts

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Gifts displays all donations in chronological order, though you can also sort the data by Amount by selecting the column header.

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You can adjust the date range of gifts shown via the drop-down menu above the table.

To get a better understanding of any particular donation, click on it to examine its details.

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You can interact with any gift from the More options menuimage36.png. Choose Print receipt to download and print a copy or save a PDF of the receipt. Resend receipt sends an email to the donor with an attached receipt. If the donor gave online, select Change fund allocations to redistribute gift to another fund(s).

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Note: Remember, if the gift was manually entered, you can change fund allocations by selecting Edit from this same menu.

 

Add or Edit a Manual Gift

While all donations given through Faithlife Giving are recorded here, you can also manually add cash or check donations via the Add button to house all your data in one location. Provide the donation details and click Save. When you manually add a donation and assign it to a specific donor, the gift is added to their year-end tax statement.

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You can edit manual gifts at any time by navigating to the gift, expanding the More options menu image36.png, and selecting Edit. You can adjust any of the details connected with the gift—including the amount and designated funds. Note that you can also print a receipt or send the receipt electronically if an email address is associated with the gift.

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Note: Remember, if the gift was given online, you can change fund allocations by selecting Change fund allocations from this same menu.

Export Gifts

Keeping all your giving information in the same location makes it easy to export all your data to a CSV file for easy import into your church’s accounting software. Just select the time period and click Export.

 

View givers

 

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To see see everything that a particular user has given to your church, click Givers. The report lists your givers in alphabetical order, though you can also search for a specific individual.

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Clicking on a name provides a full giving history for that individual.

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If any recurring gifts are active, they will also display.

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You can also access year-end tax statements for each giver. Each giver with an account is emailed when their year-end tax report is available for the previous year (by January 31st). And if you manually add check or cash donations and assign them a donor with an account, the year-end tax statement will include these gifts as well.

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Finally, the report for each giver includes an interactive chart showing that person’s giving trends.


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View deposits

 

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Select Deposits to view the status of your gift deposits.

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Note: Individual deposits often contain several gifts. The sample deposit includes four gifts from four different people.

You can sort your deposits by Date or Amount by clicking the column header. Additionally, the drop down menu filters deposit by type.

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To view a deposit, select it from the list.

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Share or embed your giving form

 

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There are several ways to share your giving form. Each of these methods will bring donors to the same interface. The more access points you give to people, the easier it will be for donors to give to your ministry.

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The first option offers a direct link you can share with anyone.

With the second option, you can embed your giving form on any website with the unique embed script.

 

Adjust account details

 

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Account includes several administrative options.

1. The first section includes the information you provided when you activated giving.

If you need to change this information, please contact Faithlife Giving support at 888-634-2038 or support@faithlife.com.

 

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2. You can set up Text to Give.

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3. You can decide whether or not to allow users to cover the fees associated with their gift.

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4. You can adjust change the contact email donors receive when they receive an electronic receipt.

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By default, the primary contact you included during activation will be used for your giver receipts. You can change this address from the more options menu.

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When users give, they will receive an email receipt.

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5. You can add and remove funds and campaigns.

Funds provide tangible categories for donations, like General, Missions, etc.

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Campaigns are time-bound donation goals associated with a fund. Campaigns are often effective because they provide a tangible target for donations (e.g., mission trip fundraising, building campaign, etc.).

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To add a fund or campaign, click Add fund or Add campaign, provide the appropriate details, and click Save.

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Note: To edit or deactivate a fund select the more options menu for the fund in question. Deactivated funds appear below (under Inactive Funds) and can be reactivated by clicking the Activate button. To edit or end a campaign select the more options menu for the campaign in question. Completed campaigns appear below.

 

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