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Add a Payment Method

Add a payment method to use for online contributions.

Add, update, or delete the credit card, debit card, or bank account information you use to make online contributions to your church. You can also view any messages about failed or delayed contributions.
  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.

Edit a Payment Method

Change a payment method you use for online contributions.

  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. To add a new payment method, click Add Payment Method. Complete the fields, then click Save.
  5. To update a payment type, click the ellipsis icon and select Edit Account.
  6. Make any necessary changes, then click Close.

Delete a Payment Method

Delete a payment method that you no longer use for online contributions.

  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 an administrator 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 are 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.