Migrating To ChurchTrac Online Giving

ChurchTracFeatures

Around this time every year, we begin to see flocks of birds migrate south to warmer weather. In the same way, we see hundreds of ministries move over to our church management software to simplify their ministry and save money. Churches embrace features like Child Check-In, Contribution Statements, Mass Messaging, Worship Planning, and Volunteer Scheduling.

When it comes to switching Online Giving providers, churches often feel stuck. 😔

Why?

  • They depend on their old giving platform right now for a large portion of donations.
  • Many of their donors have just now gotten used to it. Switching could result in losing them temporarily (or permanently).
  • All web links, social media, worship guides, and bulletins point to their old giving platform.
  • And a few other minor reasons…

Thankfully, switching to ChurchTrac Online Giving is not as hard as you think. Switching giving platforms is not an “all-or-nothing” approach; it’s a migration. Here’s how you do it…

Step 1: Setup ChurchTrac Online Giving [Only takes 8-15 minutes]

Setting up Online Giving requires that you have your EIN number handy. You’ll also need your bank account info, billing address, church website, and other basic info. When you have these things ready, begin the setup process HERE.

If your ministry has nonprofit status, you are eligible for reduced pricing as well. Email nonprofit@stripe.com with the following:

  • Your EIN, or a letter from the IRS designating your 501(c)(3) status
  • Confirmation of the primary email address associated with your Stripe Account
  • Confirmation that greater than 80% of your payment volume will be tax-deductible donations.

You will receive an email confirmation back with your reduced pricing within 1-2 business days from Stripe.

Step 2: Get all staff and leadership on board

In your next staff meeting, make an announcement that your ministry is making the switch to ChurchTrac Online Giving.  Show them that the switch to ChurchTrac in an effort to reduce costs and better streamline the church’s admin efforts. Show them the benefits donors receive as well (like text giving, recurring donations, ACH support, and more).

Step 3: Change your links and physical media

Once your staff and leadership are on board, update your website links for Online Giving to the new ChurchTrac Online Giving link. Any donate buttons on social media like Facebook, Instagram, and Twitter will need to be updated as well. If you include a link or QR code on a bulletin or worship guide, go ahead and change them to your new link or provided QR code. You can obtain your new link and QR code by navigating to SETTINGS > ONLINE GIVING.

Step 4: Message your people

We recommend emailing and texting all of your people. Provide them with the link to your ChurchTrac Online Giving. Like in your staff meeting, show them the benefits they receive as donors (like text giving, recurring donations, ACH support, and more).

Step 5: Follow-up messages & announcements

Follow-up Message: About a month after you’ve emailed and sent a mass SMS message to your donors about the switch, proceed in sending a follow-up message to those who have not switched. Remind them of the benefits that they will receive by switching.

Announcements: Make an announcement in your worship services and small groups about the switch. If you show informational slides on the projector before and after service, add this as one of those slides as well.

That’s it!

After completing these 5 easy steps, you will have successfully migrated to ChurchTrac Online Giving. You and your people can begin to enjoy the many benefits of our built-in giving platform that integrates perfectly with everything else in your ChurchTrac database and Church Connect.

FAQS about migrating to ChurchTrac Online Giving

Can I use multiple online giving providers at the same time?

A. Absolutely! Migrating is a process, not an all-or-nothing approach. With our Giving Imports Tool, you can easily import your CSV files from other providers like Givelify, PayPal, Pushpay, and more!

How long does it take to migrate my people over to ChurchTrac Online Giving? 

A. Most ministries are able to get all their people to migrate over in about 1-3 months.

What if I can’t get all my people to migrate away from our old church donation platform?

A. You can still easily import third party CSV files into ChurchTrac Giving. Either way, you can keep all your data in one place.

What benefits do I get from switching to ChurchTrac as my church donation software?

A. Quite a few. For starters, our free church donation software has no monthly fees. On top of that, our rates are some of the lowest available with up to 2.2% for credit card transactions and a flat rate of $.25 per ACH transaction. We could go on about text giving and recurring donations…but you get the point 🙂