Tip of the Month Archive
The collection of previously sent 'Tip of the Month' to assist churches using our online giving with new features and best practices.
2024
Update Your Fund Page
Verify Address Changes From the Post Office
Updated Online Registration For Directory
Second Collections
June 2024.pdf
QR Codes For Online Giving
Donor Support Email
Second Collections
Data Explorer For Church Manager
Card Reader Update
May 2024.pdf
Assisting Your Donors
Giving Link in Donor Emails
Gift Parameters in Online Giving
Hub Permissions
Apr 2024.pdf
Refunds and the Reconciliation Report
Reorder Fund List
Event Registration and Payment
Second Collections - Catholic Home Missions Appeal and Catholic Communications Campaign
Directory Lists
Mar 2024.pdf
Support Chat Feature
Second Collections - Holy Land (Good Friday)
Credit Card Offset
Assigning Tags on Family and Member Records
Feb 2024.pdf
ACH Processing Fee Offset
Custom Fields
Address Verification
Fund General Ledger Credit and Debit Account Numbers
2023
Early Access to Custom Fields
Download And Print Pre-populated Sacramental Certificates
Knowledge Base Updates
Reconciliation Report
Second Collections
Family Level Email
Pre-Populated Sacrament Information
Donor Features For Admins
Enhanced Member List Report
Second Collections
Update Your Fund Page
Second Collections
Forms
Offering Report
Merging Donor Accounts
Second Collections
Sacrament Report Update
Envelope List Report
Enhanced Pledge Import
Online Transaction Analysis
OSV Glossary
Dismiss Address Changes
Locate and View Directory Activity
Gift Parameters In Online Giving
Changing Donor Accounts
Second Collections - Church in Central and Eastern Europe
Online Giving Export
Quick Tasks
2022
Tax Repports
Success Guide
Remove Donor Membership
Matching Accounts
Address Verification
Nov 2022.pdf
Giving Tuesday
Seasonal Kits
Tax Reports
Second Collections - Catholic Campaign for Human Development and Retirement Fund for Religious
Oct 2022.pdf
Classic Reconciliation Report
Pledge Detail Page
Training Videos
July 2022.pdf
Multiple Bank Accounts
Merging Donor Accounts
Updated Active Donor Count
Archived Tip of the Month
May 2022.pdf
Online Transaction Analysis Report
Ukraine Emergency Relief Fund
Archdiocese Military Services
Second Collections - Peter's Pence
Donor Page Reorganization
April 2022.pdf
Update Your Giving URL
Accounting Exports
New Chat Feature
Second Collections - Catholic Communication Campaign
Online Giving Resources
Feedback Suggestions
March 2022.pdf
Increase to Credit Card Offset Limit
Multiple Managed Accounts and Tracking
New Sort for Donor List Report
Second Collections - Holy Land (Good Friday) and Catholic Home Missions Appeal
Accounts Screen Search Changes
Feb 2022.pdf
Online Giving Export
Fund Customization
Multi-Factor Authentication
New Online Giving URL
Admin Features to Support Donors
Pause or Cancel Contributions
Remove Donor Membership
Managed Givers and Gifts