Donors manage their own recurring gifts
In the portal, donors can skip the next charge, pause, resume, change the card, or ask to change the amount or stop.
Who does this: Donors4 steps
- 1
Recurring gifts
In the portal, "Recurring gifts" lists each one.
Recurring gifts are listed after signing in. - 2
Skip, pause, resume
"Skip next" skips one charge. "Pause" stops charges until "Resume".
- 3
Change card
"Change card" lets them put in a new card for it.
- 4
Amount or stop
"Change the amount or stop it" → type a "New amount ($)" and press "Ask to change the amount", or "Ask to stop it". These come to your To do as Donor requests.
Change and stop requests arrive as Donor requests.
Tips
- Skip, pause, resume and change card take effect right away — no staff needed.
- Amount changes and stops come to you first, so you can call before a donor stops.
If something isn't working
"Enter the new amount".
Type the new amount before pressing Ask to change the amount.
A donor paused by mistake.
They press "Resume" in the portal — or staff press Resume on the recurring gift's page.
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