Giving — How It Works

Who: Anyone.   Goal: See every way to support the parish.

1. On the parish website, open Give.
2. Browse "Give now" (online, at Mass, by mail, Zelle, text) and "Plan your legacy" (wills, stock, IRA, donor-advised funds, matching, memorial gifts).
3. Each card explains the method and gives you what you need — a button to open it, or a detail to copy (a Zelle handle, a mailing address, a contact email).

Result: One clear page with every way to give — no guessing where to send a check or find the online link.

Who: A parishioner.   Goal: Make a single gift by card or bank.   (Available once the parish has connected online giving.)

1. On the Give page, tap Give Online — it opens the parish's secure checkout.
2. Enter an amount, choose One-time, and pick a fund (e.g. General Parish, School Scholarship) if the parish offers a choice.
3. Add your name and email (or tick "Give anonymously"), then continue to the secure payment page to pay by card or bank.

Result: Your gift goes straight to the parish — your card details stay with the payment processor, never with Nave. You land on a thank-you page.

Who: A parishioner.   Goal: Give automatically every week or month.

1. Start the same Give Online form, but choose Monthly or Weekly instead of one-time.
2. Pick your amount and fund, then continue to set up the secure recurring payment.
3. To change or cancel later, use the donor portal from your payment-confirmation email — you stay in control.

Result: Steady, automatic support for your parish, with no envelopes to remember.

Who: Anyone who prefers cash, check, or another method.   Goal: Give the way that suits you.

1. At Mass — the collection and envelopes during Mass.
2. By mail — the card shows the parish's mailing address for checks.
3. Zelle / text-to-give — when offered, the card shows the handle or short code to use.

Result: No method is left out — the page meets you where you are.

Who: A parishioner planning ahead.   Goal: Give through a will, stock, IRA, or matching.

1. Open a "Plan your legacy" card: a free will & estate-gift partner (FreeWill), stock & securities, an IRA charitable rollover (QCD), donor-advised funds, employer matching, or a memorial gift.
2. Follow the link, or use the contact email the card shows to reach the parish office for transfer details.

Result: A clear starting point for thoughtful, tax-smart giving — with the office a tap away for questions.

Who: Anyone.   Goal: Support a specific campaign (e.g. an Annual Appeal).

1. When the parish is running an appeal, a featured card sits at the top of the Give page.
2. Tap "Give to this appeal" to open the campaign's giving page.

Result: The current priority is front and center, so it's easy to give where it's needed now.

Who: Parish staff (Manage giving).   Goal: Decide what appears on the public Give page.

1. Open Admin → Ways to Give. Tick the methods to show, under Give now and Plan your legacy.
2. Fill in each method's detail: the online-giving link, a mailing address (blank uses your parish address), a Zelle handle, a FreeWill link (blank inherits your diocese's link when known), a contact email for stock/IRA gifts (blank uses the parish email), and so on.
3. Optionally add a short note to any card — written in English, it's auto-translated to Spanish and Tagalog.
4. Use Featured appeal to pin a campaign card (link, title, description, image) at the top — leave the link blank to hide it.

Result: A polished, multilingual Give page tailored to your parish — methods with no detail are hidden automatically, so there are no dead ends.

Who: Pastor or staff (Manage giving).   Goal: Turn on built-in card/bank giving.

1. Open Admin → Giving & Finances (or Payments) and choose Connect payouts / Connect with Stripe.
2. Complete Stripe's one-time onboarding, which links your parish's own bank account for payouts.
3. Once Stripe reports the account is ready, the status flips to "Connected — accepting gifts," and the public "Give Online" card switches to the built-in checkout. Use Refresh status if it lags.

Result: Donations are deposited directly to your parish — Nave is only the platform and never holds your money or card data.

Who: Parish staff (Manage giving).   Goal: Let donors choose where their gift goes.

1. In Admin → Giving & Finances → Funds, add funds (e.g. General Parish, School Scholarship, Mission), each with a name, description, and sort order.
2. Mark a fund Active to show it on the giving form; uncheck to hide it without deleting.

Result: Donors pick a designation at checkout, and you can see giving broken out by fund.

Who: Pastor / finance (View finance).   Goal: Keep an eye on online giving.

1. Admin → Giving & Finances shows totals: this year, this month, the number of active recurring gifts, and the count of gifts.
2. Below that, the recent gifts list shows each gift's amount, fund, frequency, donor (or "Anonymous"), and date in your parish's time zone.

Result: A simple finance read at a glance — succeeded gifts only, with their designations.

Who: Parish staff (Manage giving).   Goal: Collect fees (e.g. a baptism or certificate fee) at request time.

1. In Admin → Payments, connect the same Stripe payout account, then turn on Accept online payments.
2. Optionally tick Require payment to complete a request so fee-bearing requests must be paid before they're accepted.
3. Set the actual fees per sacrament in the Sacrament Catalog; parishioners pay by card when they submit, and the payment is logged on the case.

Result: Sacrament and offering fees are collected online and deposited straight to the parish — alongside donations, on the same connection.

Who: Parish staff (Manage giving).   Goal: Net the full fee by adding a convenience fee.

1. In Admin → Payments, tick Add a convenience fee and set the percent and fixed amount (default 2.9% + $0.30).
2. The page shows a live example — e.g. a $25.00 fee becomes $25.93, with $0.93 shown to the payer as the convenience fee.

Result: The payer covers card-processing costs, so the parish receives the full base amount. Leave it off and the fee is charged exactly as set.