Adding New Payment Method for Donor
How to Add a New Payment Method for a Donor in Giving
You can update a donor’s profile by adding a new payment method, such as a credit card or ACH.
How to Add a Payment Method
- Navigate to the Donor’s Profile – In your Organizational Dashboard, go to the People tab and select the donor’s account.
- Open the Payment Methods Section – Scroll to the Payment Methods tab.
- Add a New Payment Method – Click the "Add Payment Method" button.
- Complete Verification – Confirm you are not a robot if prompted.
- Enter Payment Details – Choose Credit Card or ACH, then enter the required information.
- Save the Payment Method – Click "Add Payment Method" to store it for future donations.