Initial Launch Checklist

Back to the ParishSOFT Giving Marketing Kit

Get your online giving program off to a powerful start with these initial tasks and communications to your parishioners. Use this checklist in your planning meetings with parish staff, pastor, and finance/parish council. Set a date for your “launch” (a Sunday will probably work best) and work backwards to set due dates for each item.

Download a printable version of the initial launch checklist.

      1. Publish pre-launch announcement for pulpit, bulletin, and website.
        Due: 1 to 6 weeks out from launch
        Create a sense of anticipation and get members comfortable with language like “online giving,” “text-to-give,” “recurring gifts,” etc.
      2. Post a link to your ParishSOFT Giving portal on the church website.
        Due: anytime prior to launch
        Include links to FAQs and program information. Use an online giving button, if desired.
      3. Send program introduction letter and mailing insert on ParishSOFT Giving.
        Due: mail/email should arrive just a day or two prior to launch
        Mail and emails should go to all church members. You never know who will be interested in giving online!
      4. Announce at church services.
        Due: Begin at launch date, and continue for weeks #2 and #3
        Begin with the Week #1 Pulpit Announcement.
      5. Announce in bulletin, newsletter, and website.
        Due: Week #2—add to pulpit announcement.
        Begin with the Week #1 Bulletin and Website Announcement.
      6. Create and include an announcement in your new parishioner packets to promote ParishSOFT Giving.
        Due: anytime prior to launch
      7. Place ParishSOFT Giving posters in gathering areas.
        Due: Time to coincide with week #1 announcement.
        Hallways, coffee room, classrooms, bulletin boards are good places to start.
      8. Stock info cards in-pews.
        Due: Time printing so cards are available when you deliver week #1 announcement.
        Place at pew ends or in songbooks.
      9. Stock “I Gave Online” cards.
        Due: Time printing so cards are available on same weekend as week #1 announcement.
        Place in church entryway, recycle and replace after offertory for reuse.
      10. Test drive for members.
        Due: Time to coincide with weekly pulpit announcements in step 4.
        Create “false personas” for members to test with and set up kiosks or other stations in your church.