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Add a Payment Method

Add a payment method to use for online gifts and event registration.

Add, change, or delete the credit card, debit card, or bank account information you use to make online gifts to your church or register for events. You can also view any messages about failed or delayed gifts.
  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. In the column on the right, click Manage Payment Methods.
  4. Click Add Payment Method.
  5. Complete the fields, then click Save.
Follow these steps to add any payment methods that you use to give online or register for events.

Update a Payment Method

Update a payment method that you use to give online or register for events.

  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. In the column on the right, click Manage Payment Methods.
  4. Click the ellipsis icon and select Edit Account.
  5. Make any necessary changes, then click Save.
  6. Click Close.

Delete a Payment Method

Delete a payment method that you no longer use to give online or register for events.

  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. In the column on the right, click Manage Payment Methods.
  4. Click the ellipsis icon and select Delete Account.
  5. To confirm, click Delete.
    Note: If you have scheduled gifts assigned to this card or account, you cannot delete it until you reassign or cancel your upcoming payments. A message will guide you through that process.

Update a Payment Method to Complete Gift Migration

Review a migrated recurring gift, and update its payment method.

You may have received an email from your church letting you know that your recurring gifts will migrate from another solution to Realm. If so, a message displays automatically when you click Giving. We recommend that you review any migrated gifts and update the payment method if necessary.
  1. Sign in to your Realm site.
  2. Click Giving in the main menu.
  3. If you're ready to update, click Review Gift and Update Payment Method.
    Note: If you're not ready to update, click Finish Later. You will be asked to review your gifts and update your payment method the next time you visit the Giving tab on your profile.
  4. Review the gift's information, and make any necessary changes.
  5. Click Continue.
  6. Confirm that the payment method is correct.
  7. Click Give.
  8. Click Finish.