Guide to Signing Up for OfferingMate

Signing Up for OfferingMate

Welcome to OfferingMate! Submitting your enrollment application is an essential step in setting up online giving for your church. By completing this process, you can start processing donations immediately. It’s important to ensure that all provided information is accurate and complete. Any inaccuracies or missing details might prevent your church from receiving online donations or deposits until your account is fully boarded. This guide will walk you through every step of the application process, helping you to set up your account.

Prepare Essential Documents

Before you start the application, ensure you have the following items ready:

  • Legal Documents: Digital copies of your church bylaws, Articles of Incorporation, or 501(c)(3) certificate.
  • Legal Name: The full legal name as it appears on IRS or other legal documents.
  • Tax Details: Your organization's Tax ID/EIN.
  • Banking Information: Details of your bank account, including online banking login, routing, and account numbers.


Enrollment Application 

1. Review Terms and Conditions Carefully read the terms and conditions. Click [Continue] to proceed. Understand the requirements for verification and supporting documents.

2. Upload Legal and Essential Documents

Click [Browse] to select your document files (only picture or PDF formats). Click [Open], then [Sign Up] to move on to the Merchant Application.

3. Complete the Merchant Application

  • Business Section: Choose NONPROFIT as the category, verify the country, confirm you are not a public company, and enter your legal business name, statement descriptor, industry code (8661 – Religious Organizations), EIN, and contact details.
  • Business Details: Fill in the business overview, address, and account login information. Provide details about expected transaction volumes and amounts.
  • Owners: Enter owner information including names, contact details, DOB, SSN, business title, and home addresses. Add additional owners if applicable.
  • Bank: Link your existing bank account or enter bank details manually.
  • Terms & Conditions: Review, print, or save the documents.
  • Click [Sign Up] after agreeing to the terms and confirming your information.

4. Confirmation and Follow-up

  • After submitting your application, a confirmation link will be sent to your email. You must confirm your account before it can be activated.
  • A SteepleMate team member will reach out to assist with any further steps.

For any questions or assistance, please contact our support team. Thank you for choosing SteepleMate!



      • Related Articles

      • OfferingMate: Settings and Management Handbook

        Congratulations on starting your journey with SteepleMate! If you are reading this guide, you might already be set up with us—fantastic work! If you haven't signed up for OfferingMate yet, you can do so here. OfferingMate: Getting Started and the ...
      • OfferingMate: Getting Started and the Essentials

        We are thrilled to assist you on your journey to enhance your giving programs. Getting started with us is straightforward, but having the right information at your fingertips will ensure a smooth and efficient registration process. Below, we detail ...
      • Managing & Exporting QR Codes for OfferingMate

        QR codes are a convenient and efficient way for your donors to access the giving features in SteepleMate. By scanning a QR code, donors can quickly make donations or pledges directly from their smartphones. This guide will explain how to create, ...
      • How to Set Up Payment Categories for OfferingMate

        Streamline the process of recording contributions, track expenses accurately, and ensure that each financial entry is allocated to the correct budget. This classification aids in detailed financial reporting and analysis and simplifies compliance ...
      • SteepleMate Launch Roadmap: Piecing Together Your Church's Success

        Welcome to SteepleMate! We recognize the immense potential SteepleMate holds for your church, but we also understand the challenges that come with navigating unfamiliar territory. That’s why we’re here to support you every step of the way. Our goal ...
      • Recent Articles

      • Set Up a Sermon Archive in the Church Library

        This guide walks you through the process of setting up the Church Library, as an example we will setup a Sermon Archive. You can use the Church Library to organize sermons, bible studies, or any media you would like to store privately or share ...
      • How to Set Up Call Forwarding in SteepleMate

        Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...
      • How to Change Your Primary Email Address for Your SteepleMate Login

        If you need to update the primary email address associated with your SteepleMate login, please follow these steps carefully. Note: For security reasons, this change must be completed by the account holder themselves. Log in to your SteepleMate ...
      • How to Enter Donations from Organizations or Companies in SteepleMate

        If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...
      • Troubleshooting a Black Screen on SteepleMate Billboard

        If your SteepleMate Billboard screen goes black or stops cycling through slides, it's possible that more than one instance of the Billboard app is running. This can cause conflicts or prevent the display from working as expected. Step-by-Step Fix Use ...