PSG Donors - Donor Portal: How to set up a Recurring/Scheduled donation

How to set up a recurring donation from the Donor Portal

In this article, you will learn how to set up a recurring gift or auto-donation, how to edit the payment information on your gift, and how to delete your scheduled gift

For instructions which include images, click here.

  1. If you haven't already created a giving account, do so now by clicking First Time? New User Registration.  If you already have an account, fill in your User Email and Password and click the Login button.
  2. Once you've either created your new account or logged in to an existing account, go to the Scheduled Giving page. Here you will enter your gift information. 
  3. Choose a Fund from the drop-down menu. If you plan to use the ACH option instead of a credit card, skip to step 7 before proceeding or you may wind up entering the gift information twice. 
  4. Choose the frequency of the gift.  Your frequency options are Weekly, Bi-Weekly, Monthly, Twice a Month, Quarterly, and Annually
  5. Next, enter in the gift amount and choose the number of installments.  If, for example, you want to give $480.00 over 12 months, then you would enter a gift for $40 with a monthly frequency for 12 installments. 
  6. Enter the date you want to start the scheduled gift in the Start Date field.  The gift shouldn't start until that date, but the first donation may come out of your account or be charged to your card on the day you set it up, so be aware of that before you activate any scheduled gifts. 
  7. For credit card payments, enter your card information; for ACH payments, click the  Use Check icon in the top right corner of the screen and fill out the proper fields. (The payment method will automatically be stored for your profile).

    When you set up an ACH payment for a scheduled gift you will have to enter the gift information again on the ACH payment page, so it's often better just to click the Use Check icon to avoid having to re-enter information. 
  1. Once you finish filling out the payment information click the Activate Schedule button at the bottom of the page (For Credit/Debit Payments), or the Authorize button at the bottom of the page (For ACH/E-Check Payments) to complete the setup. 
  2.  From this point on when you go to the Scheduled Giving section of the site, you should see a list of any scheduled gifts you have on your account listed there in the top right-hand corner of the page. 
  3. How to edit payment info/delete gift: Now that you've set up your gift, you can click on the schedule. When you click a link for one of your gift schedules, the information related to that schedule will show on the screen.  To view the details of different scheduled gifts, simply click the link for the schedule you wish to view. Once you have selected a scheduled gift, you may update it in the following ways:
    • Edit the payment information, such as the credit card expiration date  
    • Delete the gift to stop future payments (note: if the gift is deleted close to the giving date, one more transaction will occur.)
    • If you want to update the amount or schedule, you must delete the scheduled gift and enter it with the new amount or new installment schedule. 

      You now know how to set up a recurring gift, edit your gift's payment information, and delete a scheduled gift.

Related Articles

How to create a donor account

Training Resources for ParishSOFT Giving

How to edit or delete a donor's payment method

How to delete a scheduled gift for a donor

  

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Instructions with images 

  1. If you haven't already created a giving account, do so now by clicking First Time? New User Registration.  If you already have an account, fill in your User Email and Password and click the Login button.  

 

  1. Once you've either created your new account or logged in to an existing account, go to the Scheduled Giving page. Here you will enter your gift information. 

 

  1. Choose a Fund from the drop-down menu. If you plan to use the ACH option instead of a credit card, skip to step 7 before proceeding or you may wind up entering the gift information twice. 

 

  1. Choose the frequency of the gift.  Your frequency options are Weekly, Bi-Weekly, Monthly, Twice a Month, Quarterly, and Annually.

 

  1. Next, enter in the gift amount and choose the number of installments.  If, for example, you want to give $480.00 over 12 months, then you would enter a gift for $40 with a monthly frequency for 12 installments.

 

  1. Enter the date you want to start the scheduled gift in the Start Date field.  The gift shouldn't start until that date, but the first donation may come out of your account or be charged to your card on the day you set it up, so be aware of that before you activate any scheduled gifts. 

 

  1. For credit card payments, enter your card informationA; for ACH payments, click the  Use Check iconB in the top right corner of the screen and fill out the proper fields.
    2018-04-18_9-46-32.jpg

    When you set up an ACH payment for a scheduled gift you will have to enter the gift information again on the ACH payment page, so it's often better just to click the Use Check icon to avoid having to re-enter information.
    2018-04-18_9-50-09.jpg

 

  1. Once you finish filling out the payment information click the Activate Schedule button at the bottom of the page (For Credit/Debit Payments).
    2018-04-18_10-06-08.jpg

    or the Authorize button at the bottom of the page (For ACH/E-Check Payments) to complete the setup.
    2018-04-18_10-07-40.jpg

 

  1.  From this point on when you go to the Scheduled Giving section of the site, you should see a list of any scheduled gifts you have on your account listed there in the top right-hand corner of the page.



     

 

  1. How to edit payment info/delete gift: Now that you've set up your gift, you can click on the schedule.A When you click a link for one of your gift schedules, the information related to that schedule will show on the screen.  To view the details of different scheduled gifts, simply click the link for the schedule you wish to view. Once you have selected a scheduled gift, you may update it in the following ways:
    • Edit the payment informationB, such as the credit card expiration date  
    • Delete the giftC to stop future payments (note: if the gift is deleted close to the giving date, one more transaction will occur.)
    • If you want to update the amount or schedule, you must delete the scheduled gift and enter it with the new amount or new installment schedule. 


      You now know how to set up a recurring gift, edit your gift's payment information, and delete a scheduled gift.

 


Related Articles

How to create a donor account

Training Resources for ParishSOFT Giving

How to edit or delete a donor's payment method

How to delete a scheduled gift for a donor

 

 

Top

 

 

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