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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

  1. Navigate to the Donor’s Profile – In your Organizational Dashboard, go to the People tab and select the donor’s account.
  2. Open the Payment Methods Section – Scroll to the Payment Methods tab.
  3. Add a New Payment Method – Click the "Add Payment Method" button.
  4. Complete Verification – Confirm you are not a robot if prompted.
  5. Enter Payment Details – Choose Credit Card or ACH, then enter the required information.
  6. Save the Payment Method – Click "Add Payment Method" to store it for future donations.