How it works

From a change in giving to a caring conversation.

Giving Steward watches your church's recurring giving, notices when something changes, and helps your team respond with care. People stay in charge at every step.

Start freeEstimate your giving at risk

Your dashboard, with example names and numbers.

Six steps, start to finish

  1. 1

    Bring in your giving data

    Connect Planning Center or B1 Church, or upload a CSV file from Tithely, Givelify, Subsplash, Servant Keeper and others. Sync any time or every night. Uploading the same file again never creates copies.

  2. 2

    The agent notices changes

    Giving Steward looks across every recurring gift for eight kinds of change, from an expired card to giving that slowly tapers off. Each one becomes a finding with the evidence behind it.

  3. 3

    Pastoral screening suggests a next step

    AI reads each finding alongside your pastoral notes and suggests whether to reach out or leave the family alone. It only suggests. A person on your team makes every decision.

  4. 4

    Caring emails, in your voice

    Drafts are written in the voice of a real person at your church and never mention dollar amounts. You review and approve before anything is sent, or turn on automatic sequences for simple cases like expired cards.

  5. 5

    Replies stop everything

    When a giver replies, every automatic email to that household stops right away. Giving Steward reads the reply, routes it to the right person as a care task, and never writes back on its own.

  6. 6

    Recovery is tracked honestly

    When giving resumes or a failed gift goes through, Giving Steward notices at the next sync and credits the recovery carefully, so your numbers reflect what really happened.

What the agent watches for

Eight signals, each with its own suggested next step. Most changes in giving have a simple, kind explanation — these just make sure someone notices.

Card expired

A recurring gift stopped because the card on file expired.

Card expiring soon

A card is about to expire, so you can reach out before a gift fails.

Silent failure

A scheduled gift failed without anyone noticing.

Giving on hold

A recurring gift was paused.

Gradual lapse

Gifts are coming less often over time.

Amount reduced

A recurring gift was lowered.

Giving decreased

Overall giving has dropped compared with before.

Long silence

A regular giver hasn't given in a long while.

Built for pastoral care, not collections

Care tasks

Prayer requests, hardship, questions and visits become care tasks assigned to a person. Tasks open 7 days or more are flagged as overdue so no one falls through the cracks.

Visit briefs

Before a call or visit, print a one-page brief with recent contact, conversation starters and things to avoid. Every summary is tied back to a real note.

Your dashboard

See giving at risk, the review queue, open care tasks, recent automatic emails and recent recoveries in one place, arranged the way you like.

Security and AI

Safe data, faith-aligned AI

Each church's data is kept separate, all traffic is encrypted, and giver data is never sold or used for advertising. Card and bank numbers never reach our AI.

Screening, reading replies, email drafts, Visit briefs and voice setup run on Gloo AI Studio, an AI platform made for churches and ministries. If Gloo is ever unavailable, OpenAI models through Lovable AI step in so nothing gets stuck.

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AI powered byGloo AI Studio

Guardrails that never switch off

  • A person approves every screening suggestion.
  • Leaving a family alone requires a short pastoral note.
  • Emails never mention gift amounts or imply obligation.
  • Families in pastoral care are kept off every outreach list.
  • Any reply stops all automatic emails to that household.
  • Giving Steward never replies to a giver on its own.
Start free How we protect your data