Changing & Canceling Recurring Gifts

You can change the payment method, amount, frequency, and other aspects of a recurring gift at any time. This article reviews how to make those changes, cancel recurring gifts, and change the saved payment method for one-time gifts.

My Giving

To make any edits to recurring gifts or to change the saved payment method for one-time gifts, you will need to access your My Giving page. Read this article for more information on how to do that.

Change the Payment Method for a Recurring Gift

To edit the payment info for any active recurring gift, click Update Payment Info on your giving page.

 You have the option to make the following changes:

• Change the payment method from a credit/debit card to a bank account
• Change the payment method from a bank account to a credit/debit card
• Change the payment method from one debit/credit card to another debit/credit card
• Change the payment method from one bank account to another bank account
• Include or exclude the processing fee in the gift (available only if the account has the ability to cover processing fees turned on; reach out to support@aware3.com to turn this setting on)

To change the payment method for a recurring gift:

1. Select either Credit Card or Bank Account and enter the required payment information.

2. If your church has turned on the setting for donors to cover the processing fees, the user will also have the option to update if they would like to cover processing fees.

3. Click Save Payment Info to save, or click Cancel Edits to discard changes.

Change the Amount for a Recurring Gift

To edit the amount for any active recurring gift, click Edit Gift Details on your giving page.

To edit the amount for the recurring gift:

1. Type the new gift amount in the box.

2. Click Save Details to save your changes, Cancel Edits to discard your changes, or Delete Gift to cancel the recurring gift.

Change the Frequency for a Recurring Gift

To edit the frequency for any active recurring gift, click Edit Gift Details on your giving page.

To edit the frequency:

1. Click the dropdown under Frequency.

2. Select your new frequency. Your previous frequency selection will be pre-populated in this box.

3. You can also change the next occurrence date for a gift series that has already started once you change the frequency.

4. Click Save Details to save your changes, Cancel Edits to discard your changes, or Delete Gift to cancel the recurring gift.

Changing the Number of Occurrences for a Recurring Gift

To edit the number of occurrences for any active recurring gift, click Edit Gift Details on your giving page.

To change the number of occurrences for a recurring gift:

1. Click the dropdown under Occurrences Left.

2. Select the new number of occurrences left (selecting Ongoing will keep the recurring gift running indefinitely, until stopped). 

3. Click Save Details to save your changes, Cancel Edits to discard your changes, or Delete Gift to cancel the recurring gift.

*Note: User cannot choose today's date as either the new start date or the next occurrence date

If the gift series has not started yet, you will see a field to change the scheduled start date:

1. Click the calendar icon under Start Date.

2. Select your new start date.

3. Click Save Details to save your changes, Cancel Edits to discard your changes, or Delete Gift to cancel the recurring gift.

*Note: User cannot choose today's date as either the new start date or the next occurrence date

Cancel a Recurring Gift

There are three simple ways that a recurring gift can be canceled:

Donor's Email Receipt 

When the donor creates a recurring gift, and every time it recurs, an automated email is sent confirming their transaction. Each email contains a link that they can click to cancel their recurring transaction quickly and easily.

My Giving

A donor can also cancel their recurring gift by selecting the give button in-app, or clicking on the web giving link and then selecting My Giving. After selecting My Giving, the donor will be prompted to enter their phone number and email address, and select a delivery method for the access link. Once a delivery method is selected, the donor will receive a text or email with a link they can click on to manage all of their recurring gifts.

Cancel a gift in-app:

Canceling a gift via the web link:

1. Click on Edit Gift Details.

2. Then, click on Delete Gift:

Administrator, Management Console

Go to the Giving > Transactions page in your portal. locate the individual that matches the gift and scroll to the far right of the screen. You should see three dots under the Actions column. Click the three dots and select Cancel Series. This will cancel future gifts for that donor under that particular series.

Change a Saved Payment Method for a One-Time Gift

Stored giving passcodes save your payment information every time you make a one-time gift. If you want to change that stored payment method, when you get to the page where the payment method is saved, follow these instructions:

• If your existing stored payment method is your bank account and you want to change it to a credit/debit card, uncheck the box that says Use bank account, then type the card information in the card fields.
• If your existing stored payment method is a debit/credit card and you want to change it to a bank account, check the box that says Use bank account, then type the routing and account numbers.
• If your existing stored payment method is a debit/credit card and you want to change it to a different debit/credit card, delete the stored numbers and re-type the new card numbers. 

If you have any questions or need help, send us a note at support@aware3.com!