Electronic Payments and Online Event Registration · Electronic Payments and Online Event...

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Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar

Transcript of Electronic Payments and Online Event Registration · Electronic Payments and Online Event...

Page 1: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Electronic Payments and

Online Event RegistrationWeShare Online Solution

Carla Haiar

Page 2: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

E

Page 3: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

The internet tells you

your offertory giving

will increase with an

online giving solution, is

this a true?

Page 4: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

The parish will receive my contribution even on

weekends when I don’t make it to mass.

EXPECTATIONS

Using my credit card, I will receive cash back or other

rewards.

I am able to manage my church giving like any other

bill.

10 - 30%+ increase in your offertory. Why?

Page 5: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

60%

20%20%

WHY PEOPLE GAVE ONLINEFast & Convenient Credit card points Someone asked

U.S. Catholic Online

Giving from the USCCB

2013

ONLINE GIVING

Page 6: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Diocesan Online Giving Solution

Page 7: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Challenge: Diocese of Sioux Falls

had a variety of online giving solutions

ACH

PayPal

Bank provided software

Diocesan Online Giving Solution

Page 8: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Objective:

Simplify bank reconciliation

Uniform system for processing online

payments regardless of department

Bank was forcing migration to a new

platform in October of 2016

Diocesan Online Giving Solution

Page 9: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Implementation: September 2016, set up WeShare Online

Giving

Three different sites (Broomtree, Catholic Diocese of Sioux Falls, Foundation)

Ability to add multiple checking accounts to each site

Diocesan Online Giving Solution

Page 10: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Diocesan Online

Giving Solution

Status: Successful implementation

on September 2016

Continue to challenge WeShare to improve system

Page 11: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Be aware!

Do not retain credit card information, you are

not a PCI compliant organization

20% loss of donors in the first few months when

transferring to new portal due to inability to

contact donors

Page 12: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

LEAD THE WAY

Speak with credibility about the ease of use.

Pastor encouragement is key, but staff and parish

leadership are essential to your success.

Communicate the online giving benefits early and

often.

Page 13: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Merchant Account

No need for the church to set up a merchant account

LPi & WeShare are Level 1 PCI Compliant

LPi & WeShare are responsible for the Payment Card

Industry (PCI) Compliance

Third-party audits ensure security with

parishioner information

Page 14: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Read all current contracts

Rates are negotiable. Catholic Diocese of

Sioux Falls negotiated competitive rates for

ALL parishes in our diocese.

Some online giving solutions require a

commitment (3 years)

Page 15: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

How to determine best product for your

organization:

Can I manage the contributors?

Can I add multiple bank accounts?

How often is money deposited?

Are fees itemized by transaction?

Page 16: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Other considerations:

Is there a limit to the number funds or web

pages I can create?

Manage Events and Event Registrations

Can I export in a format imported directly into

Parishsoft?

Page 17: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

How to get started

Enrollment

agreement will need

to be signed

Page 18: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Let’s get started!

Diocese of Sioux Falls

selected

Page 19: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Step 1: Add Users and Administrators

Page 20: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Step 2: Confirm Bank Accounts

Page 21: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Step 3: Create Funds and Giving Opportunities

Step 1 of a 3 step

process to set up a

fund and landing

page for a giving

opportunity

Page 22: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Step 4: Create Funds and Giving Opportunities

Step 2 sets up

contact and status

of giving

opportunity

Page 23: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Step 5: Create Funds and Giving Opportunities

Step 3 identifies the

allowed payment

types. You can

customize the

receipt.

Page 24: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Events

Step 1 of a four

step process to

create an event

- Note, cannot

identify

multiple day

events

- Events with

multiple dates

and times

create a new

event

Page 25: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Events

Step 2 of a four

step process to

create an event

Page 26: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Events

Step 3 of a four

step process to

create an event

- Multiple guest

types can be

added

- Very flexible

form

Page 27: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Events

Step 4 of a four

step process to

create an event

- Payment types

allowed

- Email receipt

can be

customized

- Tickets can be

generated

Page 28: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Bank Reconciliation

Monies are deposited three times a week

Transaction Reports contain details of each

transaction along with fees per transaction

Financial Center enables you to review and

correct errors in credit card processing

Page 29: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Other Online Giving Solutions

ConnectNow Giving

Vanco

OSV

Page 30: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Event Registration Solutions

Eventbrite – costly, monies deposited at the

conclusion of the event with fees deducted

Google Forms – allows to collect information for

an event but cannot process payment

Page 31: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Other Electronic Ways to Give

Text to Give

Kiosk Giving

Page 32: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Other Electronic Ways to Give

Text to Give

Kiosk Giving

Page 33: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

ParishSOFT’s Online Giving

If you are using ParishSOFT Online

Giving, you will need to transition in

the future. Take charge of your

migration path!

Required to pay

$175 compliance

fee and audit

Page 34: Electronic Payments and Online Event Registration · Electronic Payments and Online Event Registration WeShare Online Solution Carla Haiar. E . The internet tells you ... Manage Events

Thank you!

Happy to assist you with

transition to a new online giving

provider!