Donors: How to Manage Your Giving
Posted By: on November 17, 2016
How to Login and Edit your Online Giving Recurring Donations and Payment Options
If you need to update your online giving payment information, view online giving statements, and/or change what card or bank account you donate from them follow these simple steps.
All Donor Management is found inside your Continue to Give account or Giver's App (available in the App Store.)
How to Log Into Your Continue to Give Account?
- Go to www.continuetogive.com
- Click on "LogIn" in the upper right hand corner. If there is no login button you might already be logged in.
- Use your email as your username. Use the email that we send your receipts to.
- If this is your first time or you don't know your password you can use the 'forgot password' option.
- While logged into your Continue to Give account with your email and password, click on the "My Setting" then Account Settings in the upper right corner of your screen to make sure your on your dashboard.
- On the left hand side menu click on Payment Options
- From here you can edit or delete the different cards on file.
- While logged into your Continue to Give account with your email and password, click on the "My Setting" then Account Settings text in the upper right corner of your screen.
- Your reporting tools should be the first thing you see when you log in and are on your dashboard. Otherwise, click on the "Reporting Tools" tab on the left side.
- Now you see your transactions you have already given. You need to click on the tab that says "Recurring Donations I Make" to view recurring donations you have setup.
- Now you should see recurring donations that you have setup. Click on the "Active" ones to edit them. A screen will pop up and you will be able to click to change your payment method.
- Once you add your new online giving payment method it will save your selection and you will now be charged from you new payment method!
Accessing Your Payment Options on File
You can edit your payment options for your Online Giving to update expiration dates or delete old payment options. Follow these steps:
Editing your Recurring Donations
Recurring donations are edited in your Reporting Tools. You can access your reporting tools anytime by going to your dashboard. Follow these steps to get to your reporting tools:
Other Options
When you are editing your donation you can also edit the amount given, pause your donation, or terminate it. If you want to change what the donation is to or change your schedule of monthly, weekly, etc, you need to terminate this old recurring donation and make a new one
More questions comment below!
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