If you’re exploring Giving for the first time, you can now go straight in and look around. We’ve retired the multi-step setup that used to come first, so you can see what Giving can do before you decide what to set up.

When you’re ready for next steps, select “Start guided setup” in the banner at the top of your dashboard. That opens a collapsible panel of short guides, built around what you want to accomplish:

  • Preview the donor experience: try a test donation and see how giving looks to your congregation in Church Center.

  • Get your donation form ready to share: set up payments and funds, review other optional settings, then share your form by link or QR code.

  • Import your donation history: bring your giving records over from your previous system.

Screen showing a donations management dashboard with options like "Get started with Giving," "Preview the donor experience," and a bar graph.
Dashboard interface for managing donations, featuring options for reports, recurring donations, and a guided setup with a "Get started" button.

Each step takes you straight to the right place, so you aren’t hunting through settings. Pick the guide that fits what’s on your mind, skip the rest, and come back whenever you like.

Preview of donor experience showing a to-do list with options to confirm account details, test donation forms, and explore "My Giving" in Church Center.

The guides are visible to everyone at your church who is a Giving admin or bookkeeper. Anyone with the right permissions can complete a step, and everyone else can see that it’s been handled. A few steps, like trying a test donation, are more about exploring on your own. If you mark those off, it’s just for you.

The guides stay at the bottom of the page until you dismiss them, which only hides them for you. They’ll go away on their own once your church is actively receiving donations. Either way, you can bring them back any time from Manage > Setup.

💛 The Giving Team