online giving training - Wesley United Methodist Church

Online Giving at Wesley Church - Instructions
In order to participate in Online Giving at Wesley Church you must have a valid email address.
This is required when creating your profile. In order to avoid additional charges to the church, it is
suggested that you link this online giving to a checking or savings account rather than a credit or debit
card.
TO CREATE A PROFILE:
1 – Go to the home page for Wesley United Methodist Church:
http://wesleyumcgeorgetown.org/. Click on the Giving tab across the top and you will see the
screen below:
2 – Click on the Give Online link and the following screen will appear. The first step is to create
your online profile. Click the Create Profile button on the lower right of the screen.
1
3 - Enter your email address on this screen and confirm it by entering it a second time. Click on
Continue to get to the next screen.
4 – Enter your name and address and create a password. Be sure that your password follows the
rules shown and is something you can remember.
Once you have completed the entries on this screen, click on the Create Profile button at the
bottom left of the screen. You are now in the system. Make a note of your password since you
will need it to login to the system anytime you want to make a change. You will receive an email
message stating that your profile has been successfully created.
2
TO ADD A DONATION:
1 – The next step is to add your online donation amount and the fund to which it should be
credited. From the screen below, click on Add Transaction.
You can specify which fund should receive your donation: General Operating fund, Building
fund, Capital Improvement Campaign or Food Pantry Mission by entering the dollar amount. If
more categories are needed, please see Theresa Davis in the church office and she can add
them.
2 - After entering the amount for your chosen fund, select the frequency from: one time,
weekly or monthly. Include a start date that is other than a weekend day and click Continue to
specify the account from which the donation will come.
3
3 – Choose one of the following as the account from which your donation will come: New
Account Checking, New Account Savings, New Account Credit/Debit Card. Although the
selection shows ‘new account’ for each of these choices, this means it is a new account to the
Online Giving system. After selecting New Account – Checking as type of account, you are
asked to enter the bank routing number and account number as shown on the screen below.
When complete, click Process. Notice the donation summary on the right side of the screen.
4
If your donation is coming from a savings account, the screen for entering savings account
number and routing number is shown next.
If your donation is using a credit/debit card, the screen for entering that information is shown
below:
5
After clicking Process, you will see the following confirmation screen and you will receive a
Thank You for Your Donation email message.
MAKING CHANGES TO YOUR TRANSACTIONS OR PROFILE:
After you have entered your donation, any subsequent logins to the system will display the
summary page showing any scheduled transactions and a transaction history. You can make
changes to the transaction from this page by either Edit Account (to change the account from
which the donation will come) or Edit – Delete (to the right of the scheduled transaction).
Changes to your profile can be made by clicking on Profile (at the upper right). Once you have
completed all processing, be sure to Log Off.
6
General Information:
1 – If your operating system is Windows XP, you will need to use Google Chrome or Safari as your
Internet browser. For any operating system newer than Windows XP, you may use any browser (Internet
Explorer, Google Chrome, Safari or any other) to access the webpage.
2 – If you need an email address, there are many free email sites available such as Yahoo.com,
google.com, gmx.com, muchomail.com and others. Pick one and set up a free email account for your
use.
3 – Emails sent by the Online Giving system will be from [email protected] or
[email protected]. You may need to check your spam folders for these.
4 - A recurring donation is a donation set up to occur automatically on a regularly scheduled basis. The
benefits of setting up a recurring donation are the reduced check writing for frequent donors, it allows
donations to continue uninterrupted during absences, it allows donations to be spread out over time, it
reduces administrative costs and it consumes fewer resources than paper check processing.
5 – For donations that are “one time” donations, you will receive an email from the system when the
transaction happens. This does not occur for weekly or monthly donations.
6 – When entering the Donation Start Date, the system will not allow you to select a Saturday or Sunday
date. Use the Monday following the weekend for the start date.
6 – It the date of your donation falls on a weekend, it will be processed on the first business day of the
next week.
7 – If possible, link your online giving to a checking or savings account which will avoid an additional
charge for the church.
8 – If you have questions, please contact Theresa Davis in the church office (856-2414) or Bonnie Atkins
via email ([email protected]) or phone 362-0215.
7