The Challenge: Simplifying Church Giving Without Fragmenting the Process

Managing church finances is no small task, and when it comes to giving platforms, simplicity and efficiency matter. For Church of Whitestone, ensuring a seamless donor experience was a top priority.

Initially, the church used Planning Center Online (PCO) Giving for traditional cash and ACH donations while leveraging Overflow for stock and crypto gifts. But when Doug, the church’s Chief Financial Officer, stepped into his role, he faced a decision: Should they continue splitting donation flows across two platforms, or should they consolidate everything under Overflow?

As a senior financial analyst by trade, Doug didn’t take the decision lightly. He carefully evaluated the options, balancing cost, ease of use, and efficiency. Ultimately, the choice became clear: Moving all giving to Overflow would provide the most streamlined, technology-forward experience.

The Decision to Go All In with Overflow

Doug approached the transition with a value-based decision-making mindset. He knew the right platform needed to:

• Offer a seamless donor experience—so people wouldn’t have to navigate multiple systems depending on how they gave.
• Leverage modern technology—ensuring that giving was as easy as any digital payment method.
• Provide competitive pricing—delivering strong value compared to alternatives.

Doug explained, “Overflow’s technology-forward approach was a major factor for us. We wanted a platform that could handle both stock and crypto donations while keeping everything in one place.”

While PCO Giving is a great tool, Doug wanted everything to flow through one system, ensuring order, clarity, and ease of reporting.

The Transition Process: Migration and Optimization

Like any system migration, moving fully to Overflow required careful planning. The Church of Whitestone needed to transition ACH giving, recurring donations, and digital gifts from PCO to Overflow—while ensuring donors had a clear, simple process for updating their giving methods.

Doug worked closely with Claire and Josh from Overflow’s customer success team, who provided a customized step-by-step migration plan to make the transition smooth. While the process had a few technical hurdles, the Overflow team quickly iterated on solutions, even creating a custom migration flow for remaining PCO donors.

Doug noted, “Claire has been tremendous to work with. The team was responsive and actively worked to improve the process.” He also acknowledged that migration takes time, and while a handful of donors are still giving through PCO, his goal is to complete the transition soon.

The Benefits of a Unified Giving Platform

By consolidating their giving systems, Church of Whitestone saw multiple benefits:

• All donor transactions now flow through a single platform, eliminating confusion and creating a seamless experience.
• Stock and crypto donations are fully integrated, making it easier for high-capacity givers to contribute.
• Increased security and trust—donors feel more confident giving through a single, recognizable system.
• Easier financial tracking—Doug and his team can quickly pull reports and see donation trends in one place.

Doug believes this unified approach to giving will serve the church well long-term, ensuring that generosity remains accessible and simple.

Key Takeaways for Other Churches

Doug’s journey highlights valuable lessons for other church finance leaders considering Overflow:

1. Unifying giving under one system provides clarity and ease of use.
2. Technology-forward platforms future-proof your church’s financial systems.
3. Responsive customer support makes all the difference during migration.
4. Being proactive about giving—especially non-cash donations—can open doors to larger gifts.

Doug’s parting advice? "We saw Overflow as a long-term solution, not just something that worked for us today. They're continuing to improve, and that was important in our decision-making."

Is Your Church Ready to Streamline Giving?

Church of Whitestone has taken the leap into a more modern, unified giving experience—and your church can too. Overflow makes church giving simple, modern, and accessible—from digital gifts to stock, crypto, and beyond. Whether you’re looking to unify your giving platform or enhance donor engagement, Overflow is here to help.

Book a demo today and take the next step toward a seamless giving experience. 🚀