Creating and Editing Recurring Gifts

How to Give Regularly, Easily

Objective: This article provides a brief guide explaining how to set up, modify, and cancel recurring gifts in your giving platform. By following these steps, you can ensure that your donations are made regularly and effortlessly.

 

💡 Why Set Up Recurring Gifts?

Setting up recurring gifts allows you to give regularly without having to remember each time. This ensures consistent support for your organization and simplifies the giving process for you.

 

Steps to Create, Edit, or Cancel a Recurring Gift

Access Your Giving Page:

    • You can find your giving page by texting your organization's text giving number or through the main giving link (likely on their website).
    • Once on the giving form, select the recurring tab and initiate your gift.
      Screenshot 2023-08-16 at 1.55.05 PM.png

 

Setting Up a Recurring Gift

  1. Text GIVE to Your Organization's Giving Number:
    • Click the provided link. This will automatically take you to your organization's giving form without having to log in.

      OR
    • If your organization does not utilize Text Giving, simply locate your organization's giving form (likely on their website).
  2. Select the Recurring Tab:
    • Choose the Fund you'd like to give to and enter the Amount.
    • Select your frequency, how many gifts, a start date, and payment method.
    • Click Save and you're done! 👍🏼

You'll then see an immediate confirmation that your recurring schedule has been created! 🎊

 

Managing a Recurring Gift

  1. Text EDIT to Your Organization's Giving Number:
    • Click the provided link, which takes you directly into your personal giving account.
  2. Edit Your Recurring Gift:
    • From within your giver's account settings, you may edit your recurring gift amounts, frequency, fund, and preferred payment method.

      OR
    • If your organization does not utilize Text Giving, log in through your organization's giving link (whatever link you use to give normally).
    • On the giving form, you'll notice a Sign In tab. Simply log in using your email address or phone number, and make any necessary changes to your account or recurring gifts.
    • If you do not already have a giving account, you'll be able to create one from that Sign In tab as well.

 

Cancelling a Recurring Gift

  • Log into Your Giver Account:
    • Click the Recurring tab.
    • Click the trashcan icon to Stop Payment.

    Pro-Tip: If a recurring gift has been set up as an annonymous donation, the donor must login to their donor profile to manage their recurring gifts. For privacy and security, administrators cannot edit or delete anonymous gifts.

If you are having trouble logging into your account or locating your Recurring gift, please contact your organization directly for further assistance.

 

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

  • Technical Support: If your product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
  • Product Help: For tutorials and step-by-step instructions, visit the Help Center or click the question mark icon in the product to access help articles related to what you’re viewing.
  • 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
  • Personalized Support: Want guided help? Personalized walkthroughs are available through our paid services. Contact the Sales Team at sales@ministrybrands.com to learn more.

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

Updated