Free eBook · 10 pages

The Giving Guide

A complete walk-through of moving your donors to Planning Center Giving, and answers to the questions that come up along the way.

We'll email you the download. No cost, and you can unsubscribe from The Fold any time.

What's inside

  • Where Planning Center Giving differs from other platforms — deductible vs non-deductible transactions, check images and remote deposit, joint and household giving, reporting
  • The process changes your finance team will make
  • What a Giving migration looks like, stage by stage
  • Moving recurring donors across and shutting down the old platform
  • FAQs: getting Giving data into your general ledger, why you can't call Stripe and move the donors yourself, and what to do about non-cash giving

How you'll get it

Leave an email address and the download arrives in your inbox — 10 pages, nothing to sit through, and yours to pass round your team.

You'll also start getting The Fold, our newsletter for church operations teams. That's the trade, and it's the only one.

Want to talk it through?

We've moved hundreds of churches onto Planning Center. If the download raises more questions than it answers, that's a conversation rather than another PDF.