September 13, 2022
Resources to Help You
With just a few simple steps, your organization can start collecting donations with electronic bank transfers.
Below are some resources to help you get the necessary information from donors, and we have provided sample scripts and social media posts to use when reaching out to donors.
Setting Up Electronic Bank Transfers
- Get Started: An easy guide to help you begin accepting donations by electronic bank transfers.
- FAQs: Learn more about accepting electronic bank transfers
- Authorization Requirements: Learn what information you need when accepting gifts with electronic bank transfers
- Checklist: Straightforward steps to begin receiving electronic bank transfers
- Enrollment Form (Physical Form): Template for in-person gift drives
- Enrollment Form (Digital Template): Designed to help your organization accept electronic bank transfers on its website
Getting Donors on Board
- Pledge Letter/Email: Inform your congregants about the benefits of electronic bank transfers, including for recurring gifts
- Phone Script: The information you need to accept electronic bank transfers over the phone
- Social Media Messages: Let your donors know your organization accepts electronic bank transfers.
Questions
We have professionals with years of experience in electronic bank transfers who can help you free of charge.