Getting Started with Giving Checklist

Here are some steps to take and resources to gather to make signing up for giving a breeze!

1. Individual to fill out the form MUST BE individual who typically signs contracts for the organization (when they sign up they are taking all legal responsibility for the account)

2. Make sure the individual includes their personal/direct email address for security reasons (after sign up, it is really easy to add more users!)

3. Legal contact’s birthdate, last four of SSN for US (full identification # for Canada)

4. Bank account and routing number for funds to be sent to

5. EIN (Business ID # for Canada)

6. Tax Doc Submitted in The Church App Dashboard

    Can be found under Settings ->Tax Info

Examples of documentation we can accept include:

  • Federal IRS letter verifying 501(c)(3) status
  • State letter certifying your nonprofit status within the State and that earnings are not benefitting shareholders or individuals
  • Certified copy of your certificate of incorporation or similar document that clearly establishes your nonprofit status