Manage monthly deposits to your Impact Account
Giving Season
It's the busiest time of year for making donations and sending gifts to charities. View our list of important dates to make sure that you receive a 2024 tax receipt.
Questions? Email us at hello@charitableimpact.com or call us at 1-877-531-0580.
If you have scheduled monthly deposits to your Impact Account, you can edit or cancel them at any time.
Important: Monthly deposits and monthly gifts are managed separately
If you edit or cancel a monthly deposit, it won’t affect any of your monthly gifts to charities, Giving Groups, and Campaigns. They will still go ahead as usual. Changes to monthly gifts must be made separately. Learn how to manage monthly gifts.
Edit a monthly deposit
On the web:
- Select your Impact Account or an account you administer on the Home screen.
- Select Deposits & gifts in the left-hand navigation.
- Select the Scheduled deposits tab.
- Select the pencil icon for the monthly deposit you would like to change.
- Make changes to the deposit, then select Save.
On the mobile app:
- Select Deposits & gifts from the bottom menu.
- Under Scheduled deposits, select Deposits.
- Select the monthly deposit you would like to change, then select Edit.
- Make changes to the deposit, then select Save.
Cancel a monthly deposit
On the web:
- Select your Impact Account or an account you administer on the Home screen.
- Select Deposits & gifts in the left-hand navigation.
- Select the Scheduled deposits tab.
- Select the pencil icon for the monthly deposit you would like to delete.
- At the bottom of the page, select Delete.
- Select Delete again to confirm.
On the mobile app:
- Select Deposits & gifts from the bottom menu.
- Under Scheduled deposits, select Deposits.
- Select the monthly deposit you would like to change, then select Delete.
- Select Delete again to confirm.