Once you have set up the Recurring Donations through your Donation Form settings, your donors can opt in to become recurring donors by selecting the Make a Recurring Donation tier on the donation form.

Your donor can update their credit card or suspend their recurring donation using a secure link to their member portal provided in their receipts.

If your donor contacts you requesting to cancel their recurring donation, you can do so for them.

Step 1: Under Manage, select Recurring Profiles from the left navigation, then select the profile you wish to suspend.

You can also search by donor name or email address in the search bar.

Step 2: Under Actions, select Suspend Profile, and Confirm.

Or, select Delete Profile from the dropdown menu in the upper right corner to permanently delete their recurring gift and recurring donor profile. 

After you confirm, they will no longer be billed monthly.

Your donor may also want to update their payment information.

If your recurring donor wants to update their name, address, recurring donation amount, or payment information, you can send them a secure portal link which allows them to log in to their member portal and update their information.

To do this, just select Actions >> Send portal link.

Or you can update the payment details for them by selecting Actions >> Update payment details.

If a donor wishes to change the email address for their recurring donation, email us at [email protected].