home

MinistryPlatform

RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Batch Manager Tool (BMT)

Memorized Donations

Learn more about creating memorized batches and scheduled donations in MinistryPlatform.

Do you have congregants that contribute regularly and reliably? You can enter those repeat contributions as memorized donations!

First, set up your memorized batch by adding a Memorized Batch record and Scheduled Donation record in the Platform. Then, use Batch Manager Tool (BMT) to process donations from the memorized batch whenever needed. The BMT will automatically create Donation records for each scheduled donation that you added to the Platform.

Normally, when you scan your checks into the BMT, it displays the check image and ABA information for checks. But for memorized batches, you don't need to scan checks, and you don't want the check image and ABA information to hold you up. That's where the Scheduled Check payment type comes in to play! Use this payment type to skip over the check image and ABA information for your memorized batches.

Tip: Video too small? Click the Fullscreen icon four arrows pointing out from center.

Create a Memorized Batch

You might add a memorized donation for a contribution someone regularly donates by ACH, credit card, or bank withdrawal. That way, you don't have to manually enter the contribution every time!

To create a memorized donation, you must create the memorized batch in MinistryPlatform, add scheduled donations to that batch, and then create the batch in the Batch Manager Tool.

In the Platform:
  1. In the navigation menu, click Contributions > Memorized Batches.
  2. Click New Memorized Batch.
  3. Enter a name for this memorized batch, and complete any additional information.
  4. Click Save.
    Now you can add your scheduled donations to the batch.
Add Scheduled Donations:
  1. In the memorized batch you just created, click the Scheduled Donations tab.
  2. Click New Scheduled Donation.
  3. Complete the fields for your scheduled donation. See more information on these fields.
    Note: To submit checks for scheduled donations, you must select the Scheduled Check payment type.
  4. Click Save.
  5. Repeat this process for all the scheduled donations you want to add to the memorized batch.
    Now you can create the memorized batch in the Batch Manager Tool.
In the Batch Manager Tool:
  1. Click New Batch.
  2. Click the From Memorized Batch tab.
  3. Select the memorized batch you just created in the Platform.
  4. Click Create.
  5. If you haven't set up your default programs, you can do so now. This will automatically create the distributions for new donations in the batch.
    Now you can add your checks, cash, and other contributions to this memorized batch.
The memorized donations you created display in the Scheduled Donations tab back in the Platform.

Scheduled Donation Fields

Donor
The person making the donation and receiving tax credit.
Payment Type
The form of payment (check, cash, credit card, and so on).
Note: To submit checks for scheduled donations, you must select the Scheduled Check payment type.
Amount
The total amount of the memorized donation.
Gift Frequency
How often the donor gives this donation.
Number of Installments
The number of payments this donor will make to meet this total donation.
Start Date
The date the scheduled donation begins.
End Date
The date of the scheduled donation's final payment.
Day of Month 1
The day of the month this donation is given. For example, the donor may want to provide this payment on the 5th of every month.
Day of Month 2
Congregation
The congregation that receives this scheduled donation.
Notes
Any additional comments to know about this scheduled donation.
Third Party Note
Comments added by the third-party giving provider.
Donor Account
The donor account record that matches the account and routing numbers with the donor.
Video
Portal
MinistryPlatform
Batch Manager Tool

Last updated: August 11, 2026