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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.

  • You can only manage payment methods for a donor if the Fund Settings have Allow Admin Giving set to Yes.

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. Managing 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.

  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, you might not have Allow Admin Giving set to Yes in Fund Settings.
  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: August 6, 2026

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