Looking to set up a recurring gift to your church? Wanting to make changes to a recurring gift that you already have established? Learn how to do those things and more in this article!
How to Set Up a Recurring Gift
There are two primary ways to set up a recurring gift to your church. The first is through logging into Breeze (best practice, if you have access). The second is through your churches giving page. Choose the option below that you are using to see the steps of how to accomplish this:
Instructions for setting up a recurring gift while logged into Breeze
- Log into Breeze
- Click on "Give Now" or from the dashboard the "Give a gift"
- Enter the amount you'd like to give.
- Then click on “one time gift’ and select a different frequency from the dropdown menu (weekly, every two weeks, monthly, yearly).
- Select your Payment Method then click "Continue"
- Leave a comment and choose if you would like add the processing fees. (only available if your church has chosen to make this option available)
- Click the "Give $" button
- If you, as the donor, do not have a way to log in, you do not see the "Give Now" tab or you do not see your recurring giving, please contact your church administrator.
- Also understand that if you future date a recurring gift you will not see it listed in the recurring gift section until the future date passes and the gift process successfully.
Instructions for setting up a recurring gift through an online giving page
- Go to your church’s giving page (this page may be found on your church's website, social media page, or a link provided by your church).
- Enter the amount you'd like to give.
- Then click on“one time gift’ and select a different frequency from the dropdown menu (weekly, every two weeks, monthly, yearly).
- Select your Payment Method then click "Continue".
- Now enter your Contact and Payment Information, choose if you would like to add the processing fees (only available if your church has chosen to make this option available)
- Click the "Give $" button.
Here is a helpful video to walk you through setting up a recurring gift using an online giving page:
Options to Manage Your Recurring Giving
If you have already set up a recurring gift with your church or organization you may discover that you need to make changes or manage this giving, and you can easily do so. Click on an option below to see the steps to accomplish the task you are looking to complete:
Looking to modify your recurring giving? If you have access to Breeze and your gift was not future dated you can see and manage your recurring gift. If you future dated the start date of a recurring gift, you will need to reach out to an admin at the church and ask them to make changes.
There are two options for managing a recurring gift. The first option is to click on the link at the bottom of your recurring gift receipt:
- Find in your email the receipt from your recurring gift.
- At the bottom click the link that says "click here to manage recurring settings"
- Click the button to cancel your current recurring gift.
- Set up a new recurring gift on the next screen by inputting your information for the new recurring gift by including your desired amount, frequency, and payment method.
The second option is through accessing Breeze:
- Log into Breeze
- Click on the "Give Now" > "Recurring Gifts" (on the left) or from the dashboard select "Manage Recurring Giving"
- Click "change" next to the recurring gift you wish to update
- Click "Show More Options"
- Make desired changes to your recurring gift
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- Add or remove Donor covered fees (Only viewable if the church has made this option available)
- Check to add $X.XX to cover the processing fee or deselect to stop covering the fee
- Use this to adjust the frequency of the recurring gift.
- Next Gift
Use this to change the date of the next time your recurring gift should process. - Fund
Use this to change the fund that you are giving to - Paying From
Section, use this to Update or change the Payment Method of the recurring gift select change to make adjustments.
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- Click "Save Changes"
How to stop a recurring gift that you would no longer like to process.
There are two options for stopping a recurring gift that you would no longer like to process. The first option is to click on the link at the bottom of your recurring gift receipt.
- Find in your email the receipt from your recurring gift.
- At the bottom click the link that says "click here to manage recurring settings"
- Click the button to cancel your current recurring gift.
- Close out of the form, and do not set up a new recurring git.
The second option is through accessing Breeze:
- Log into Breeze
- Click on "Give Now" > "Recurring Gifts" (on the left) or from the dashboard select"Manage Recurring Giving"
- Click "change" next to the recurring gift you wish to update
- Click "Stop Recurring Gift" in the bottom left corner
- Click "Ok" to confirm that you are wanting to cancel this gift
To remove a stored payment method from the Give Now section you will want to follow these steps:
- Log into Breeze
- Click on "Give Now" or from the dashboard the "Give a gift"
- On the Left click "Payment Methods"
- Click the "X" to the right of a method to remove it.
- Confirm you would like to "Remove Method"
To add a payment method to the Give Now section
- To add a new payment method, either make a donation under "Give" using a new payment method or click to modify one of your recurring gifts and provide the new method there.
- We'll automatically store payment methods you have previously used here.
Additional Information
- If you do not have a way to Log into Breeze and you do not receive the email receipts from your donation, you will need to reach out to your church administrator and ask them how to do this!
- If you do not see the Give Now option when you login, you will need to reach out to a church administrator as they should be able to make adjustments to your user to ensure you can see this!
- If you do not see your recurring gifts, you will need to reach out to a church administrator as it is possible the gift has been associated under a different person in the family, or the gift has not yet been associated by the church to your profile.
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If you set up a monthly gift to recur on the 31st of the month, the gift will process on the last day of the month regardless of whether or not there are 31 days.
- If you need to switch a recurring gift from Credit Card to ACH, you will need to cancel the recurring gift and set up a new one.