How to set up recurring gifts/donations

  • Updated

Setting up recurring gifts with Givelify is quick and easy. Steps below:

  1. Open the Givelify App on your device
  2. Search or Select your organization’s profile
  3. Select Give, choose amount, enter details
  4. On the Gift Summary screen, select Set Recurring
  5. Select how often you want to make the gift
    1. See below for explanation of recurring gift frequencies
  6. Select Continue and the selected gift amount is automatically donated at the selected frequency.

Note: A one-time gift for the selected recurring amount is processed immediately, and the recurring gifts begin on the selected date. Your receipt screen shows that this is a recurring gift, with the next scheduled gift date.

You can view and cancel your recurring gifts by selecting Profile > Recurring or by sending a request to support@givelify.com

Recurring Gift Frequencies

  • Daily - A gift will be processed every 24 hours starting with your initial gift.
  • Weekly - A gift will be processed every week on the same day starting with your initial gift.
  • Every two weeks - A gift will be processed every two weeks on the same day starting with your initial gift.
  • 1st and 16th - Gifts will be processed on the 1st and 16th day of each month.
  • Monthly - Gifts will be processed on the same day each month starting with your initial gift.

    Note:  If the selected date does not exist, the gift is processed the following day. For example, if you set a Monthly recurring gift beginning on November 31, the gift will begin on December 1 and continue processing on the 1st day of each month.

Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.

 

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