Recurring donations offer reliable support to your cause, but donors may occasionally need to pause or cancel their giving. Here's how you can assist and how donors can make updates directly through their Donor Profile.
👥 Step 1: Admin - Access the Donor List
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In the admin menu, click Recurring Donors to view all active monthly donors.
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Find the donor who wants to update their giving settings.
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Click Send Login Link next to their name.
ℹ️ Info: Only the donor can pause or cancel their recurring donation. Admins cannot make this change on their behalf.
📧 Step 2: Donor Receives Email to Access Profile
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The donor will receive an email with a hyperlink to access their Donor Profile.
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This link allows them to log in and manage recurring donation settings.
💡 Tip: Let donors know to check their spam or promotions folders if they don’t see the email right away.
🔐 Step 3: Donor Logs In to Manage Their Giving
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Donor clicks the email link and logs in using their email address and password.
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Once logged in, they click the Menu button.
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Select Manage Recurring Donations from the menu.
🔄 Step 4: Pause or Cancel the Donation
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Click Select Action next to the donation they'd like to adjust.
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Choose Update Details.
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In the status options, the donor can:
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✅ Select "Paused" – temporarily stops donations for the upcoming month
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❌ Select "Canceled" – completely stops the recurring donation
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Click Save to confirm the changes.
🔔 Reminder: The email sent to the donor includes the recurring donation date, so they’ll know when their next charge is scheduled.