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Congregant Giving

Edit a Scheduled Gift

Make a change to a recurring gift.

  • If you're an administrator or user with permission, see the help articles under Scheduled Gifts.
  1. Sign in to your church's Realm site.
  2. Click Giving in the main menu.
  3. Click Scheduled.
  4. Click the ellipsis icon next to the recurring gift you want to edit, and select Edit.
  5. Make any necessary changes, then click Continue.
    Note:

    You can edit the start date and frequency only if your recurrence has not begun yet. If you need to edit either of them but your recurrence has started, you must cancel the gift and enter a new one.

  6. Make further changes if necessary, then click Save. A confirmation message displays.
  7. Click Finish.

Cancel a Scheduled Gift

Cancel a recurring gift.

  1. Sign in to your church's Realm site.
  2. Click Giving in the main menu.
  3. Click Scheduled.
  4. Click the ellipsis icon next to a scheduled gift, and select Cancel.
  5. If you're sure you want to cancel, click Confirm.
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Last updated: April 26, 2024