If you have set up Recurring donations for your church, you may need to review or make changes to them. This article will guide you through the process of viewing and editing your Recurring donations to ensure they align with your preferences.
Steps to View and Edit Recurring Donations:
- Log in to the Church's Giving Form: Access your church's Giving Form and log in using your credentials.
Navigate to the Recurring Tab: Once you're logged in, click on the "Recurring" tab located at the top of the Giving Form.
- View Existing Recurring Donations: Inside the Recurring tab, you will find a list of your current Recurring donations, if any.
- Review Donation Details: Each donation listed will display essential information such as the Recurring cadence (e.g., "Given Monthly"), the Fund the donation is designated for, the amount donated each time, and the payment method used for the donation.
- Edit a Recurring Donation: If you wish to modify a specific Recurring donation, click on the Edit button next to that donation. This will open the edit screen, allowing you to update the donation details.
Adjust Recurring Gift Settings: While in the Edit screen, you have the option to adjust additional settings for the Recurring Gift:
- Skip Until: Set your donation to pause until a specific date. For example, if it's June 24th and you set the Skip Until date to August 1st, no Recurring Donations will be processed until August 1st. Afterward, the donations will resume on the designated dates.
- End Date: Choose an End Date for your Recurring Donation. This allows you to specify a date until which the donations will continue. For instance, if you want the Recurring donation to last through the end of the year, set the End Date to December 31st.
Note: that the Payment Method cannot be adjusted for an existing Recurring Donation. If you need to update the Payment Method, you must delete the current Recurring Donation and create a new one.
Your Giving History is specific to the church Form you are currently viewing. If you've donated to other churches, you will need to access their respective Giving Forms to review contributions made to them.
Delete a Recurring Donation:
- If you want to remove a Recurring Donation from the list, click on the Delete button (trash icon).
- A confirmation popup will appear to ensure you want to proceed with the action.
The popup offers two options:
- Delete Recurring Gift: Choosing this option will permanently remove the Recurring Donation from your list.
- Set to Skip Future Gift: Selecting this option will open the edit screen for the Recurring Donation, enabling you to set a Skip Date for future donations.
- Select your option and continue.
With the ability to view and edit your Recurring donations through the church's Giving Form, you have full control over your giving preferences. Feel free to adjust your Recurring gifts based on your needs and preferences. If you have any questions or need assistance, don't hesitate to reach out to us. Happy giving!