Frequently Asked Questions
PledgeConnect Account Management
1. How do donors / payees setup their accounts?
Each donor will setup their payments/donations by visiting the organization's custom PledgeConnect webpage. This page will capture the necessary payee information and provide the payee with payment options established by the organization. Each time the account is accessed for a recurring payment, the cardholder is notified, via email, the amount/date/reason for the payment. All changes to payment schedules funnel through the organization PledgeConnect administrator who offers a more personalized interaction with the payee, which in turn increases retention opportunities.
2. How do accepting organizations manage and maintain their accounts?
Participating organizations will have full access to manage and maintain their PledgeConnect site. Functions include: initiating refunds, modifying payment amounts, modifying card numbers/expiration dates, and other functions. The organization can also export payment data to interface with standard accounting products.
3. Can reports be imported into church software applications?
All reports from PledgeConnect can be access and exported into standard formats (excel, comma/tab delimited). In most cases, these files can be imported into the standard organization accounting system.
4. Will organizations have to re-register donors / payees each year?
No, however credit cards with expiration dates will need to be renewed in order to maintain the payment schedule. Organizations typically see this as an opportunity to interact with the payee to influence increased giving.
5. Can donor / payees stop recurring billing or change the amount of the payment?
Yes. The donor will simply contact the site's PledgeConnect Administrator
4. Do donors / payees receive receipts for tax purposes?
PledgeConnect donors can print off and save all email receipts, or they can request a report from the PledgeConnect administrator summarizing the count and reason for the donations.