St. Bernadette s Church El Camino Real Houston TX

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St. Bernadette s Church 15500 El Camino Real Houston TX 77062-4016 Office Tel. 281-486-0337 Fax. 281-218-9440 E.Mail:- office@stbchurch.org April 8, 2011 Dear Parishioner Welcome to Online Giving St.

Logos provides the Accounting and Church Management Software that is currently used by us and many parishes in our Archdiocese. What are the benefits of Online Giving to the Donor?

1 St. Bernadette s Church El Camino Real Houston TX Office Tel Fax E.Mail:- office@stbchurch.org April 8, 2011 Dear Parishioner Welcome to Online Giving St. Bernadette s Church has partnered with Logos Management Software to provide an efficient method for processing your contributions. Logos provides the Accounting and Church Management Software that is currently used by us and many parishes in our Archdiocese. What are the benefits of Online Giving to the Donor? Online Giving is Convenient When paying bills online, with just a few keystrokes, you can now process your Church contribution as well. No more checks, and no more church envelopes to worry about. Online Giving is Consistent By including your church donations at the same time as other commitments, you are more likely to remember it. Also, you can set up your online donations account for automatic repeating transactions. The Automate Your Giving option allows you flexibility to schedule your transactions, and you can change or stop them at any time. You can even request automated reminders in advance of the dates you set, so you can manually modify the next contribution. Online Giving can be seen as part of My Faith Commitment You can fulfill your Faith Commitment pledge to the Parish each month as part of your budget. You ve already planned for it, and Online Giving will carry out that plan. Online Giving Provides Information and Builds Perspective At any time, you can view what you have given within a date range, including both online giving and any contributions made by other methods. When you look at how much of your income is spent on essentials, recreation, entertainment and other areas of living, you can easily and accurately evaluate your own generosity. Online Giving is Safe All transactions are transmitted and stored at the highest level of security possible, and access to donor information is restricted. Online Giving is easy Just follow these five steps: 1. Use the Online Giving Link on the Parish Website and click on the Create Account button to notify us of your interest in online giving and include your home address. 2. An online account will be created for you and an e- Online Giving Instructions Page 1

2 mail notification of how to access it will be sent to you. 3. The first time that you open your account, you will be prompted to input your password. 4. Indicate the bank account(s) and/or credit card(s) that you will use for online giving. 5. Enter a one-time gift or set up automated contributions. Online Giving Instructions NOTE: The following instructions and illustrations provided may differ from what you see on your screens as each church is able to customize various features of this web application. Your Online Giving Home Page The Home Page of your Personal Online Giving account allows you to quickly enter a one-time contribution as your Sunday Offering, as well as a contribution to one or more of the Second or Special collections we have during the year. You can also see a summary of your giving activity. The offering envelope section lists the collections to which people give the most often, and also the Second or Special collections for the current month. You can enter an amount for one or more of these collections. Directly below the envelope is a list of other collections to which you can enter a donation. The Total Contribution at the bottom of the envelope includes the amounts entered in both lists. Payment This field lets you select the bank account (or credit card) from which you want this contribution to be made. (Go to the Profile page to define your bank or credit account(s). Contribution Date Today s date displays, but you can change to a future date (up to 30 days in advance) if you want the contribution to be processed then. Links - You can also click on links to Edit basic personal information, View your giving history, or Set up a recurring contribution. You can jump to one of the other pages of your account either by clicking on the toolbar or by clicking the graphic or text for the page you want to visit. Online Giving Instructions Page 2

3 Profile Page To update your profile, simply replace any information that is incorrect with your current information and click the Update Profile button. Field names that are in bold type are required. If you select the Update button without making an entry in one of these fields, red text (* Field Required) will display immediately after the field as a reminder to complete the information. Phone fields require a complete phone number with area code (and dashes between the segments) Or, you may type parentheses around the Area Code and a hyphen following the prefix. Field names that are in regular type (Title, Suffix, etc.) are optional. This address is used to communicate with you about your online giving account. If you change addresses, be sure to return here to update this field. Password If you change the password, be sure to make note of it, as it will be required the next time you open your online giving account. No one at St. Bernadette has access to your password. If you lose your password, the login screen to this website has a Send Password option that will generate an automatic response to your address with your username and a new password. Reminder When this check box is marked, you will receive automated reminders about making regular contributions. The reminders will be sent based on the Frequency selected here. Uncheck the box if you do not want to receive these reminders. Update Profile After making any entries in profile fields, click this button to update your account. My Accounts To define your bank and/or credit card account information that is used to make donations, click the My Accounts button to open the Accounts page. Use this page to enter or edit information on your bank account(s) from which contributions are to be made. As St. Bernadette has chosen to also accept contributions by credit card, you can edit or add credit card information. NOTE: The first five digits of any account number always display as X s to protect your privacy. Accounts Any accounts that have been defined are displayed. You can click on Edit Account in the grid to modify information about that bank account or credit card. Add Account Add Bank Account Click here to jump to a page where you enter bank account information: Account Type, Name on Account, Bank Name, Routing Number, Account Number. See the sample check for the typical location of Routing and Account Numbers. Add Card Click here to jump to a page where you can enter credit card information: Card Type, Name on Card, Card Number, Card Expiration, Card Verification, Billing Zip Code. Online Giving Instructions Page 3

4 Update Account Select this button to save any changes. Once a bank account or credit card is defined, you are ready to enter a one-time contribution on the Home page or recurring contribution on the Contribute page. Contribute/Recurring Page This page lets you set up one or more recurring contribution schedules. You must have first completed or verified the account from which the donation will be made. 1. This page is used only for defining Automated Contributions. Individual donations are entered on the Home page. 2. You can define more than one Automated Contribution, each with different Payment and/or Giving methods and different Collection and Amount entries. 3. You can define two Types of Automated Contributions: Continuous (no Ending Date is defined) and/or Date Range (both Starting and Ending Dates are defined). Please note: Monthly bank account transfers are more cost effective to the Parish than credit card or weekly donations. 4. Set Reminder You may mark this check box to set an Automated Contribution so that a reminder notice will be sent seven (7) days in advance of when it will be processed. This will give you the opportunity to modify or stop the item before it is transmitted. 5. Active Contribution You may unmark this check box to stop any processing of this item until you decide to re-activate it. Giving Amounts Accounts Collections that have been defined by St. Bernadette to receive online contributions are listed. You can give to one or more collections at once. Amount Enter the dollar amount to be given to each collection. Total Verify this amount before proceeding. Buttons Make Contribution Select this button to save your entry and the program will start your contributions to the Parish as and when you have indicated. Online Giving Instructions Page 4

5 Delete Contributions Use this button to stop an Automated Contribution record once the commitment has been fulfilled. If you make a mistake when entering an Automated Contribution this button will also stop the process. This has no impact on contributions that have already been processed. Cancel Select this button to return to the Home page without saving any entries. Giving History Page This page lets you see a listing of individual transactions for a date range that you select. Successfully completed transactions are noted with a green check mark; items that could not be processed display a red X. NOTE: As St. Bernadette also uses Logos II Church/Donor Management software to record Contributions, this page will show both giving made online as well as any contributions made in other ways. Contributions that were not made online may take a while to be displayed, as they must be recorded manually by the Parish Staff. Select Date Range Choose a date range. Your options include: Year-to-Date (default) the current calendar year This Month the current month Previous Month the prior month Previous 3/6/12 Months the prior three, six, or twelve months Other -- opens date fields in which to define a specified range by clicking on the Calendar buttons and selecting the Start and End dates to display. Select the Go! button to update the display as indicated. Print Document Select this button to open a PDF file and then print the report. Excel Spreadsheet Select this button to open a Microsoft Excel file of this data. You can then print the report. Finished Select the Finished button to return to the Home page. Problems or need help? If you have any problems, please Sandy Turnbull in our Parish Accounts Dept. at turnbulls@stbchurch.org. Online Giving Instructions Page 5

Search You can start by going to and begin searching for a ministry to donate to or log into your account.

Search You can start by going to and begin searching for a ministry to donate to or log into your account. AG Giving AG Giving is designed to give you the ability to view and manage your contributions with the most up-to-date information available. It offers the ease of instantly giving to a desired ministry