Benevolence Approvals

Benevolence decisions, without a single meeting.

A rent-assistance request lands in someone’s inbox and gets forwarded to three deacons, who each reply-all with a different opinion. Somebody starts chasing votes so a decision can happen before Sunday. The check gets approved, eventually, but nobody wrote down who agreed, what was verified, or why. Next time the same family asks, no one remembers what happened last time.

Benevolence Approvals starts with the request form your church already uses in Planning Center. CareNote matches it to a profile, detects the amount, and routes it straight to your committee’s inbox. Votes come back with the reasoning attached, your leader makes the call, and the follow-up task exists before anyone closes the tab.

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Benevolence Approvals

Deacon Care Committee

Benevolence Request

via PCO Form

Rent assistance · $800 requested

CareNote routes it

Matched to profile · Amount detected · Committee emailed

Approve — Verified the need through our deacon visit

Hold — Discuss at next meeting

Approved · Follow-up task created

We voted by text message. Three weeks later, nobody could tell you why we said yes.

The gap Benevolence Approvals was built to close.

How It Works

From form submission to a documented decision.

Your committee never has to leave their inbox, and your leadership never has to guess who agreed to what.

1

Someone submits the form

A congregant fills out the benevolence request form your church already built in Planning Center. No new form to design, no new place for people to look.

2

CareNote creates and routes the approval

The submission is matched to the person’s profile, the requested amount is detected automatically, and an Approval is created with the full form attached, routed to your committee.

3

The committee votes from their inbox

Each member gets a personal, one-click Vote Now link by email. No login or account needed. They cast Approve, Deny, or Hold, with an optional note explaining their reasoning, and can change their vote later.

4

The leader decides

The committee’s group owner or manager reviews the votes and reasoning, then makes the final Approve or Deny decision with a decision note. The committee advises. Your leadership decides.

5

Follow-through and a permanent record

On approval, CareNote creates a follow-up task on the person’s profile, due in 7 days, and notifies the committee the request was granted. The submission, every vote, and the final decision stay on the person’s record.

The Difference

What changes when the committee votes from their inbox.

The request still needs a human decision. Everything around that decision is completely different.

Before

A decision made in someone’s inbox

The request arrives by email and gets forwarded around. Votes get chased thread by thread so a decision can happen before Sunday, and nothing is written down once it does.

  • Requests forwarded by email
  • Votes chased thread by thread
  • Decisions made informally
  • No record of who agreed or why
After

One queue, a documented decision

Every request lands in the same place. Votes come back with reasoning attached, the leader’s decision is recorded, and the follow-through starts automatically.

  • Every request in one queue
  • Votes come with reasoning attached
  • Decisions and notes recorded
  • Follow-through starts automatically

Why Benevolence Approvals

Every vote comes with a reason. Every decision comes with a record.

Your committee keeps its voice. Your leadership keeps the final call. Your church keeps the paper trail.

Your Existing PCO Form

CareNote reads the benevolence request form your church already built in Planning Center. Nothing new for your congregation to learn.

Amount Detected Automatically

The requested dollar amount is pulled straight from the submission, so nobody has to reread the form to find the number.

One-Click Voting, No Logins

Every committee member gets a personal Vote Now link by email. No password, no app, and no account for volunteers to manage.

Reasoning Attached to Every Vote

Approve, deny, or hold, with an optional note explaining why. Votes can be changed anytime before the leader decides.

Advisory Votes, Human Decision

Votes inform the outcome, they do not resolve it automatically. Your committee advises, your leadership decides, with a decision note on record.

Follow-Up Task on Approval

Approve a request and CareNote creates the follow-up task automatically, due in 7 days, so the next step does not wait on memory.

Permanent Per-Person Record

The original submission, every vote and note, and the final decision all live on the person’s profile, not scattered across an inbox.

Customizable Committee Emails

Write the subject and body once, with variables for the requester’s name and the amount. Every notification stays consistent.

CareNote connects it

A shared inbox can hold a request. A group text can collect opinions. A spreadsheet can track a decision. Only CareNote connects the form, the committee, the decision, and the follow-through to the person’s actual care history, automatically, every time.

Part of CareNote Plus

One committee inbox. One clear plan.

Benevolence Approvals is included with CareNote Plus, a flat-fee annual add-on to any CareNote subscription. It runs on the Planning Center forms your church already has, so there is no new form to build and no new app for your committee to learn.

Related Features

More of the care system Benevolence Approvals plugs into.

Benevolence Approvals runs on the same rails as the rest of your care ministry.

Ready to give your benevolence committee a better inbox?

Start a free CareNote trial or book a demo to see how a Planning Center form becomes a routed vote, a documented decision, and an automatic follow-up task.