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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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How To

Manage a Contributor's Payment Method

Edit a payment method's information or delete an unwanted payment method on a contributor's behalf.

If a contributor requires updated payment method information or no longer uses one attached to their profile, they may ask the church administrator to edit or delete it. Deleting a contributor's payment method on their behalf will increase the scope of your church's PCI responsibility.

See our related links for more information on what this means.

Note: If the Fund Settings have Allow Admin Giving set to No, you can only manage payment methods for a donor if their payment method already exists. You will not see the Manage Payment Methods option for donors who do not have a payment method set up.
  1. Locate and open the record you want to update.
  2. Click the Giving tab on the individual's profile.
  3. Click Manage Payment Methods.
    If you don't see this option, the donor may not have a payment method set up.
  4. Click by a payment method, and select one of the following:
    • Edit Account
    • Delete Account
  5. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.
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Last updated: March 12, 2026

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