Setup Your Giving Account

This is a brief guide explaining how to set up and modify recurring gifts in your giving platform. If you have any questions after reading this article, please send us a message here.

On the giving form, you'll notice a Sign In tab. Simply log in using your email address or phone number. If you do not already have a giving account, you'll be able to create one from that Sign In tab as well.  From here you can create or review your scheduled recurring account. 

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My Account
Select My Account to make adjustments to your account. 

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Schedule (Reoccurring Account)
To create or update your recurring offering select SCHEDULED and the pencil or trash can to modify or delete your information. 

History
Review the giving history over a period of times.

Personal Info
Update your personal information.

Payment Methods
This is where you can setup the account where your giving will be applied.  This can be credit cared, bank account (ACH), Venmo, or PayPal.