Skip to Site Navigation | Skip to Main Content | Skip to Section Navigation

Step by Step Instructions

Because you are here we will assume that you are new to online giving and to Canopy Roads in particular.  The rules are very simple we will establish an online identity then we will get your personal information (tax purposes). We will also have you enter your banking information (the same stuff that is printed on your paper check, nothing more.)

  

 
Before you start
To give online is like going to the store, you must have a few things ready when you check out. Giving to your church is tax deductable in most cases so you will want to be identifiable by us so that we can give you supporting documents if you need them for your taxes.
 
 
You must have:
  1. Personal information (Name, address, etc.)
  2. Your check (it has all the information necessary.)

 

 
Finding the required check numbers
Your paper check has two groups of numbers that we will need to process your gift.  These are the account number and the banks indentifier number (also called a "routing number".)  Your account number identifies your specific account in your bank.  Your bank also has a number to identify it as the holder of your account.
 
Where are the numbers?
 
 
WARNING: Do not use your browser Back or Forward buttons to navigate.  Use only the buttons provided in the screens to navigate.
 
Step 1:  Getting your identifier.
Our processor BizBanc uses Microsoft Windows Live ID service to authenticate your username and password. You may already have a Windows Live ID.  If you use Hotmail, or Messenger, or use Live.com.  There are more than 380 million users of Windows Live ID.  If you have one already you can use it.  If not then follow the instructions below to create your Live ID.
 
Open a new browser window and go to http://www.live.com/ then click "Sign in" in the TOP RIGHT corner of the browser window below the toolbar. You should see a screen that looks like the one shown below.
Click the Sign up button. (Note: If you think that you have a Live ID you can enter in the the textbox and test it. If it works then you are done with this step.)
 
Next in the first section "Create a Windows Live ID", choose Create a Windows Live e-mail address.  You don't have to use it but having it allows you to use your new Windows Live ID with other products that utilize Windows Live ID such as your medical records.
 
When you finish creating your Live ID you will be given the option by Windows Live to edit your user Profile.  That is not required by our service.  Be sure to record and save your Live ID and your password. We cannot fix it you forget it!
 
Step 2:  Giving Online, Login.
Our site will have a point (button or link) where you may click to enter the secure giving site. When you click on the link to the secure giving site you will be presented with the "Login" screen.  This is where you will use your Windows Live ID obtained in Step 1 above.  Your screen should look someting like the following:
 
If you would like to know more about our service you can EXPAND the topics to review the services.
Click the Windows Live Login button.
You will be presented the Windows Live Sign in screen shown in Step 1 above.  Enter your Live ID and password into the textboxes provided.  We suggest that you check the "Remember me on this computer" option so that next time you can quickly Sign in.
 
Step 3:  Entering Your Information.
The next screen presents you with places to enter your Contact and Account information. All fields are required. Our screens work with most form auto fill tools such as Google Autofill toolbar or Microsoft Live Search Toolbar. If you have these then you may quickly auto fill your form.
 
Entering your Contact information.  This service is available only on US addresses in US banks.
  • Banks want only the five digit zip code. Don't add the plus four digit.
  • The phone number must be the ten digit number entered as shown in the screen.

 

Entering your Account Information.  Until you make the gift type selection you are prevented from proceeding. Your options are "One-time gift" and "Recurring gift".  This is rather simple you are choosing to make a one time gift or you are setting up an automatic gift recurring gift such as a regular tithe or pledge campaign.

  • Select gift type.
  • Enter the amount you wish to give (just numbers and the "." for example: 100.00).
  • If your gift type is One-time then Frequency is not available.
  • If your gift type is Recurring then you must select when the draft on your account will occur.
  • Designation is the destination of the gift such as the general fund or a building program.
  • Bank routing number is a nine digit number.  Important include ALL nine digits even if it starts with the zero.
  • Bank account number can be any number of digits usually six or more. If it includes leading zeros then include them as well.

You may expand the View Example Check to see where the numbers are on your check.

Click the Next button to proceed. Cancel exits the giving process.

 

Step 4:  Confirm Your Information.

You should review your information to make sure all is correct.  If there is a problem then press the Back button in the form and correct the problem and continue.  DO NOT USE THE BROSWER'S BACK BUTTON!

 

Please verify your bank routing number and account numbers.  If either is wrong your gift will fail.

Click the Submit button when everything is correct.

 

Step 5:  Printing Your Receipt.

For your tax records and bank records be sure to print you transaction receipt.

 

At this point when you click Finish you will be returned to the site home page.