Get Developing A Parish Plan For Automated Giving - Stewardshipli

This guide provides step-by-step instructions for filling out the Developing A Parish Plan for Automated Giving - Stewardshipli form online. By following these instructions, users can navigate the document efficiently and create a comprehensive plan for implementing automated giving in their parish.

Follow the steps to fill out your parish plan for automated giving

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Review the section on automating parish giving through ACH transactions, which explains what ACH is and its importance for parishioners.
3. Complete the section titled 'Getting Started,' addressing key points such as your bank, parish operational decisions, security issues, communication plans, and other forms of automated giving.
4. Fill in the details regarding your bank's capabilities for ACH transactions, including whether the bank is an ACH Originator and the fees associated.
5. Describe the intervals at which ACH debits will occur and the types of accounts parishioners can choose for automatic debits.
6. Outline any human resource responsibilities related to processing parishioner authorization forms, managing updates, and ensuring compliance.
7. Document the strategies for communicating the automated giving program to parishioners, including advertising, promotions, and handling inquiries.
8. Finally, review the entire document for clarity, make any necessary changes, and then save, download, or print the filled form as needed.

Begin filling out the Developing A Parish Plan For Automated Giving - Stewardshipli online today for streamlined automated giving in your parish!