Recurring Donations User Guide

January 29th 2018 Online Giving

In this article, we'll overview recurring donations with Online Giving from the donor's website. 

Recurring Donations User Guide


Online Giving was designed to make recurring giving easy and fun. For the church recurring giving can be a lifeline especially during low attendance months. Recurring giving gently promotes regular tithing as the donor doesn’t have to remember to log in and make a gift. Our software platform was designed to remove as many barriers as possible from the donation experience to reduce the number of form inputs and information a donor must digest prior to completing their act of generosity. Making a recurring gift with Online Giving is as simple as picking the repeating interval such as weekly, bi-weekly, monthly, etc. 

Recurring giving is offered on all of our giving methods from website giving, mobile giving, tablet giving, swiped kiosk giving, text message giving, Facebook Messenger giving, native mobile application giving and more. No matter what method of giving the donor chooses the software platform will always offer recurring giving. In the event, a donor makes a one-time donation the platform will gently ask the donor on the “thank you” page if they would like to convert their one-time gift into recurring. Converting a one-time gift into a recurring is as easy as selecting the repeating interval (weekly, bi-weekly, monthly, etc) and clicking submit.

Like bill pay at a bank, Online Giving allows both one-time and recurring donations to be scheduled to start same day or on a future date. The date flexibility allows donors to create a recurring gift to start on a specific date in the future for planning their donation around a paycheck deposit or similar.

Donors can easily sign-in and manage their recurring gifts directly using the Recurring Donations page under the Your Account drop-down menu in the top right of the donor website. From the Recurring Donations page donors may edit their recurring (or future scheduled gifts) to change the date, gifts amounts and frequency. Additionally, if needed donors can easily cancel their recurring gift while editing the schedule using the cancel button.

The goal is to provide many different options for creating recurring donations on all giving methods while having a centralized place for donors to access and manage their recurring giving. Church administrators may also set up and manage recurring giving for donors directly from the control panel. 

Recurring Donations User Guide Sections


Got questions or need help? We are here to help. Contact us today for assistance. 

How to Make a Recurring Donation


Recurring giving can be the lifeline to churches for regular giving. Donors can easily set up recurring giving using Online Giving:

  1. Enter Gift Amount
  2. Click Give Recurring button on below gift amount
  3. Select Recurring frequency when prompted
  4. Click Make Donation

How to Make a Future Scheduled Donation


Similar to bill pay at your local bank donors may easily set up one-time or recurring future scheduled gifts:

 

  1. Enter Gift Amount
  2. Click Payment Date drop down above Make Donation button
  3. Select desired Payment Date from calendar picker
  4. Click Make Donation

How to View Recurring Donations


Donors may log into their giving website to view their and manage their recurring donations at any time:

  1. Log In to Giving Website
  2. Click "Your Account" from top right of page
  3. Select "Recurring Donations" from drop-down menu

How to Edit Recurring Donation


Donors may log into their giving website to edit their recurring donations at any time:

How to Access Recurring Donations Page:

Overview of Edit Recurring Donation Page:

  1. Log In to Giving Website
  2. Click "Your Account" from top right of page
  3. Select "Recurring Donations" from drop-down menu
  4. Click "Edit" button in recurring gift row
  5. If needed change gift amount (see edit recurring donation image above)
  6. If needed change gift recurring type (see edit recurring donation image above)
  7. If needed change gift fund/sub-fund (see edit recurring donation image above)
  8. If needed change gift payment method (see edit recurring donation image above)
  9. If needed change next gift date (see edit recurring donation image above)
  10. Click "Update Donation" button to Save changes

How to Cancel Recurring Donation


Donors may log into their giving website to cancel their recurring donations at any time:

How to Access Recurring Donations Page:

How to Cancel Recurring Gift from Edit Gift Page:

  1. Log In to Giving Website
  2. Click "Your Account" from top right of page
  3. Select "Recurring Donations" from drop-down menu
  4. Click "Edit" button in recurring gift row
  5. Click "Cancel Recurring Donation" button on bottom of page
  6. Click "Confirm Removal" to confirm cancellation