Help center
Giving Steward notices when a family's giving changes, then lets your team decide how to care for them. Here's the natural flow, what each part of the app is for, and answers to common questions.
Go to Data sources. Connect Planning Center or B1 Church, or upload a CSV from any giving platform. Turn on the nightly sync if you want new needs to show up on their own.
The agent checks every giver for eight signals, like an expiring card or a gift that quietly stopped. It runs after each sync, or any time you press Run agent at the top of the app.
Open Queue or Findings. For each family, choose: create a care task for a personal call or visit, send an email, or leave them alone with a short note explaining why.
Work through Care tasks, approve drafted emails, and check the Dashboard. When giving comes back within 30 days of your follow-up, it's counted as recovered.
On a computer, pages are in the menu on the left. On a phone, the main pages are along the bottom and the rest are under the menu button.
Your weekly overview: what's at risk, what's been recovered, what's waiting in the Queue and which care tasks are overdue. Every box is clickable.
The full list of everything the agent has flagged. Filter by signal, status or giver type, open a finding to see details and next steps, or download the list.
Everyone in your giving data, labelled Recurring or Occasional. Open a giver to see their gifts, pastoral notes and history, including notes from Planning Center.
Your to-do inbox. New findings waiting for a decision, drafts waiting for review and approved emails ready to send.
A short series of emails for one signal. Edit each message and wait time, activate it, and choose manual (you add people) or automatic (sends when someone matches).
Who an email sounds like it's from. Set up a voice for each pastor or staff member, even people without an account. Replies go to that person.
Personal follow-ups like a call or coffee. Assign them to a teammate, log notes and interactions, and nudge anyone whose task is 7+ days old.
Families who won't get emails, because of a pastoral note, a team decision, a bounce or an unsubscribe. You can allow outreach again at any time.
Connect Planning Center or B1 Church, upload a CSV, or load demo data to explore. Manage nightly syncs here.
Your profile and time zone, your team and invitations, church details, and sending email from your own domain.
A log of everything that's happened: syncs, agent runs, emails, decisions and notes.
Every email your team approves goes out under your church's name. You can use it as is, or send from your church's own web address.
By default
With your own domain
Owners and admins can do this. It usually takes about 15 minutes, plus waiting time.
In the app, go to Settings → Email domain (Send from your own domain) and type your church's web address, like gracechurch.org.
We'll show a few short settings, called DNS records. Add them wherever your domain is managed, such as GoDaddy, Squarespace or Cloudflare. If someone else runs your website, send them this list.
Click Check again. Each record shows Waiting or Found. Changes can take a few minutes, and sometimes up to a day or two, to show up.
Once it's verified, choose the address to send from, like care@gracechurch.org. From then on, emails go out from there.
Want to stop? Choose Remove domain in the same card and emails go back to the default address.
You can connect an AI assistant to Giving Steward and ask plain questions like "Which families have new findings this week?" or "What care tasks are overdue?". It can list findings, list care tasks and search givers. It signs in as you, sees only your church, and can't send emails or change anything.
Go to Data sources and connect Planning Center or B1 Church, or upload a CSV from your giving platform. Then press Run agent at the top of the app. If you just want to look around first, load the demo data.
Not unless you choose that. By default, every email is drafted for your team to review and approve. Only sequences you switch to Automatic send without a review step.
Choose “Leave them alone” on the finding and add a short note explaining why. They won't get any emails, and you can change your mind later from the Suppressed page.
Every night if you turn on the nightly sync in Data sources. You can also press Run agent any time to check right away.
Yes. Invite teammates from Settings and choose their role. You can assign care tasks to anyone on your team, and they'll get a notice in the app and by email.
It never changes gifts, amounts or payment details. The only thing it adds is a pastoral note your team writes, which goes to Planning Center. Nothing is written to B1 Church.
$25 a month, or $250 a year. You can start for free, and no card is needed to get started.
Yes. You can cancel whenever you like, and you won't be charged again after your current month or year ends.
We don't offer refunds for time already paid for. When you cancel, you keep access until the end of the month or year you've paid for.
Yes. Each church's data is kept separate, connection keys are encrypted, and only your team can see your people. Our Security page has the details.
Yes. Open Settings → AI assistants, copy the connection address and add it as a connector in Claude or ChatGPT. You sign in and click Allow. The assistant can look up findings, care tasks and givers for your church, but it can't send emails or change anything.
Go to Settings → AI assistants and click Disconnect next to it. Its access stops right away, and you can reconnect any time.
Need a hand?
Stuck on setup, a sync, or a finding you're not sure about? Send us a note and a real person will get back to you by email.