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Get the free Recurring Gift Setup – Change Request Form

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Este formulario permite a los donantes recurrentes realizar cambios en la configuración de sus donaciones, incluyendo la actualización de su información financiera y la designación de cómo se aplicará su regalo.
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How to fill out recurring gift setup change

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How to fill out recurring gift setup change

01
Log into your account on the donation platform.
02
Navigate to the 'Recurring Gifts' section.
03
Select the gift you want to modify.
04
Click on 'Edit' or 'Change Setup'.
05
Update the desired details, such as frequency, amount, or payment method.
06
Review the changes to ensure accuracy.
07
Confirm the changes by clicking 'Save' or 'Update'.
08
You should receive a confirmation email regarding the changes made.

Who needs recurring gift setup change?

01
Donors who want to modify their existing recurring gift setup for various reasons.
02
Individuals wishing to change their donation frequency or amount.
03
Those needing to update their payment method associated with recurring gifts.
04
Anyone wanting to pause or cancel their recurring gift.
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A recurring gift setup change refers to the modification or updating of the terms and conditions related to a recurring contribution, such as altering the amount, frequency, or duration of the gift.
Individuals or organizations that wish to modify an existing recurring gift agreement are required to file a recurring gift setup change.
To fill out a recurring gift setup change, you typically need to complete a designated form that includes your personal information, the details of the original gift, and the new changes you wish to implement.
The purpose of a recurring gift setup change is to allow donors to adjust their contributions according to their current financial ability or preferences while continuing to support the organization.
The information that must be reported on a recurring gift setup change typically includes the donor's name, account details, original gift parameters, and the details of the changes being requested.
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