Get the free PRE-AUTHORIZED GIVING PLAN

WHAT IS THE PREAUTHORIZED GIVING PLAN? St. Francis de Sales Parish is establishing a PreAuthorized Giving (PAG) plan to assist you in supporting your Parish through regular financial offerings. The

How to fill out pre-authorized giving plan

How to fill out pre-authorized giving plan

1. To fill out a pre-authorized giving plan, follow these steps:
2. Obtain a pre-authorized giving form from the organization that offers this option.
3. Fill out your personal information, including your name, address, phone number, and email.
4. Provide your bank account details, such as the account number and transit number.
5. Specify the amount you wish to contribute on a regular basis, such as monthly or bi-weekly.
6. Indicate the start date and duration of the giving plan.
7. Sign and date the form to authorize the organization to withdraw funds from your bank account.
8. Submit the completed form to the organization through mail, email, or in-person.
9. Keep a copy of the form for your records.
10. Monitor your bank statements to ensure that the contributions are being deducted as planned.
11. Communicate with the organization if any changes or issues arise with the pre-authorized giving plan.

Who needs pre-authorized giving plan?

1. Pre-authorized giving plans are beneficial for individuals who:
2. - Want to automate their regular charitable donations.
3. - Prefer the convenience of automatic withdrawals instead of manual giving.
4. - Wish to support an organization or cause consistently over a longer period.
5. - Find it easier to budget and plan their finances when donations are deducted regularly.
6. - Want to ensure their donations continue even if they are unable to contribute physically.
7. - Seek to reduce administrative work for themselves and the organization by implementing automatic giving.
8. Overall, anyone who wants to make regular donations to a specific organization or cause can benefit from a pre-authorized giving plan.

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What is pre-authorized giving plan?

Pre-authorized giving plan is a system where an individual authorizes a predetermined amount of money to be automatically withdrawn from their bank account at regular intervals and donated to a specific organization or cause.

Who is required to file pre-authorized giving plan?

The individuals who want to donate to an organization through pre-authorized giving plan are required to set up and file the plan.

How to fill out pre-authorized giving plan?

To fill out a pre-authorized giving plan, individuals need to provide their bank account information, the amount to be donated, frequency of donations, and the organization or cause to which the donations will be made.

What is the purpose of pre-authorized giving plan?

The purpose of pre-authorized giving plan is to make regular donations to an organization or cause without the need for manual transactions, ensuring consistent funding for the designated purpose.

What information must be reported on pre-authorized giving plan?

The pre-authorized giving plan must include the donor's bank account details, the amount and frequency of donations, and the recipient organization or cause.