Faith Direct PRE Upgrade Client Checklist

Congratulations, you have your upgrade date!  What does that mean and what do you need to do to prepare for it?  Please utilize the checklist below to help you and your donors through the upgrade process.


NOTE!  If you have questions, please contact managed.giving@ministrybrands.com.  Some of the articles have different groups to contact, but it’s the Managed Giving team that are your trusty Faith Direct Client Relation Managers that you’ve come to know and love!


Learn About the New Platform:

Prepare Donor Communications:

  • Visit the INFORMATION CENTER, click on Communications and download the document titled: Donor Communication Cadence: Faith Direct to ParishSOFT Giving Upgrade
    • This has what you will need to share with your donors

Review Your Active Events and Templates:

  • In Faith Direct, any ACTIVE events and custom templates will be brought over to the new platform.
  • If you want to make sure that something is brought, please make the event PUBLISHED in Faith Direct before your upgrade date.  Unpublished, expired and archived events will not come over and we will not be able to bring them over later.

Understand Deposits, Fees and Reporting:

  • Watch the Deposits and Transaction Fees video: CLICK HERE
  • CLICK HERE to see a compilation of the most frequently asked for help articles for the new platform.  It also includes a Report section that will help break down the difference between Faith Direct and ParishSoft Giving reporting.

Train Your Team:

  • CLICK HERE to watch the New Users Part 1
  • CLICK HERE to watch the New Users Part 2
  • CLICK HERE to watch the New Users Part 3 – This video goes over the Family Suite Integration.
  • Already seen New Users parts 1-3?  CLICK HERE to watch an interactive video to get to know the new platform.

Contribution Exports

  • Have ParishSoft Family Suite?  We do have the integration of Giving to Family Suite where gifts will flow in to Family Suite automatically.  It will not be automatically set up for you, there will be steps needed to be taken post upgrade.  CLICK HERE to see what those steps are to set it up.  CLICK HERE to watch the video! 
  • Don’t have Family Suite?  Not a problem, there are other data exports available just like Faith Direct including the option to create your own custom export.

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