This article takes a deeper look at the specific way the CarePortal Card can and cannot be used and how churches can best utilize the card to increase their ability to response to local requests. It also shows how the CarePortal Card makes it easy for the community to give through their local church.
Church Leaders, Ambassadors, Regional Managers, Area Directors
This Article Covers:
The Purpose of the Card
The CarePortal Card was designed to simplify the financial transaction process for community members to sponsor requests by partnering with local churches, as well as other churches who can work in tandem to meet requests. With more organizations, businesses, and individuals able to get involved churches will be equipped to serve more kids and families, bringing glory to Jesus Christ as His ambassadors!
Churches of all sizes and types are able to request a CarePortal Card at no cost. This is just one way that we are able to work toward our assignment of empowering the local church to be the champion for kids and families in crisis.
How it Works
Churches that have upgraded to Connecting Churches are alerted when someone who is not affiliated with a local church commits to help meet a need. If the Connecting Church is equipped with a CarePortal Card, these responders will have the option to Fund Items as well as Provide Items directly to the church.
Other churches that have not upgraded to be Connecting Churches are also able to request a CarePortal card, allowing their own members to fund specific items on requests.
Once a commitment to fund a request has come through the card-holding church will be able to commit to the responder's resources, triggering the donated funds to be released to the CarePortal Card.
See the FAQ section below for specific options and restrictions on how the card can be used.
CarePortal Card FAQs
- Which financial institution is offering this card?
Answer: The CarePortal Card is a prepaid business debit card offered through PEX.
- Is there a fee to request or use a CarePortal Card?
Answer: CarePortal offers the CarePortal Card at no cost to churches that are active in the CarePortal platform, including covering transaction fees from the community donor to the PEX card and all donor tax responsibilities.
- How can I check the card balance?
Answer: Cardholders are able to download the PEX app and register online at www.pexcard.com/register to view their account details, transactions, and reports. Calling the phone number on the back of the card will also quickly reveal your card's current balance.
- What types of transactions are restricted?
Answer: The CarePortal Card will be declined when hotel stays, paying bills, attempting money transfers, or when attempting ATM cash withdraws or cash transfers. Gift cards can be purchased unless a vendor categorizes the transaction as a "cash back" item. These types of transactions will be declined. Peer-to-peer transactions such as CashApp or Venmo are also restricted.
If your church needs to use funds from your CarePortal Card to perform one of these transactions, you will need to make a donation from your CarePortal card to your church and perform the transaction through your church's banking provider.
- Where can I find my card balance?
Answer: You can find any remaining spend limits/card balances by going to your dashboard tab on the CarePortal website. All church leaders with access to the dashboard tab will have capability to see the card balance.
- Is there a spend limit?
Answer: The spend limit is equivalent to the card balance. You cannot exceed the card balance with any transactions used on the card.
- What should I do with my receipts from CarePortal Card transactions?
Answer: Receipts can be uploaded on the CarePortal platform by clicking the "Verify Participation" button in your church dashboard next to each request that your church has accepted funding for.
- What should be done with any leftover funds?
Answer: If your CarePortal Card receives more funds than is ultimately used for a particular request, you are welcome to use these leftover funds to meet additional CarePortal requests in the community. Please remember to still log your receipts for additional purchases.
- Is there a billing zip code?
Answer: The billing zip code is determined when you set up the initial card request under the billing address section.
- Will my church receive monthly statements?
- Can my church have multiple CarePortal Cards?
Answer: Yes, more than one person can have a CarePortal Card. Additional cards can be requested within the settings tab on the CarePortal website. Each card will be visible within this settings tab. The card-holders names will appear under "requested by" column. All cards are connected to the same card balance.
- Does having a CarePortal Card affect the way we respond to a request through the CarePortal platform?
- As a reloadable debit card, is there a PIN?
Answer: If you run your CarePortal Card as a credit transaction, no PIN is needed.
- Are there tax write-off benefits for donors?
Answer: Yes, CarePortal absorbs the responsibility of creating and sending out these letters.
- Lost card or card issues?
Answer: Email firstname.lastname@example.org