Manage monthly gifts to charities, Giving Groups, and Campaigns

Giving Season

It's the busiest time of year for making donations and sending gifts to charities. Some of the information on this page may be impacted.

Visit Giving Season 2024 for the full list of important dates.

Questions? Email us at hello@charitableimpact.com or call us at 1-877-531-0580.

If you have scheduled monthly gifts to a charity, Giving Group, or Campaign, you can edit or cancel them anytime.

Important: Monthly gifts and monthly deposits are managed separately

If you set up a corresponding monthly deposit to cover your monthly gift, please be aware that cancelling your monthly gift does not automatically cancel the monthly deposit as well. Changes to the monthly deposit must be made separately. Learn how to manage monthly deposits.

Edit a monthly gift

On the web: 

  1. Select your Impact Account or an account you administer on the Home screen.
  2. Select Deposits & gifts in the left navigation.
  3. Select the Scheduled gifts tab.
  4. Select the pencil icon to the right of the monthly gift you would like to change.
  5. Make changes to the gift, then select Save.

On the mobile app: 

  1. Select Deposits & gifts from the bottom menu.
  2. Under Scheduled gifts, select Gifts to charities and groups
  3. Select the monthly gift you would like to change.
  4. Select Edit at the bottom of the screen.
  5. Make changes to the gift, then select Review.
  6. Review the changes, then select Save.

Cancel a monthly gift

For gifts made with an Impact Account:

On the web:

  1. Select your Impact Account or an account you administer on the Home screen.
  2. Select Deposits & gifts in the left navigation.
  3. Select the Scheduled gifts tab.
  4. Select the pencil icon to the right of the monthly gift you would like to change.
  5. Select Delete, then select Delete again to confirm.

On the mobile app: 

  1. Select Deposits & gifts from the bottom menu.
  2. Under Scheduled gifts, select Gifts to charities and groups
  3. Select the monthly gift you would like to cancel.
  4. Select Delete, then select Delete again to confirm.

For gifts made without an Impact Account

If you set up a monthly gift without an Impact Account, you can cancel your monthly gift by finding and opening the email from hello@charitableimpact.com under the subject line “Thanks for setting up a monthly gift to...”. Select Cancel your monthly gift at the bottom of the email.

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