Manage scheduled allowances and recipients

You can manage a Charitable Allowance, scheduled allowances, and recipients any time. 

Learn how to:

• Edit a scheduled allowance
• Pause or resume a scheduled allowance
• Delete a scheduled allowance
• Remove recipients from Charitable Allowance 
• Close a recipient’s Impact Account on the mobile app

Edit a scheduled allowance

1. On the Charitable Allowance screen, find the recipient under the Scheduled allowances section.

2. On the web: Select the three dots to the right of the allowance amount and select Edit.

   On the mobile app: Select the pencil icon next to the scheduled amount or next to your name.

3. Update the amount, date, or frequency as needed.
4. Select Save to confirm your changes.

Pause or resume a scheduled allowance

1. On the Charitable Allowance screen, locate the recipient under Scheduled allowances.

2. On the web: Select the three dots to the right of the allowance amount and select Pause.

   On the mobile app: Select Pause to temporarily stop the allowance.

3. Select Resume to restart it when you're ready.

Delete a scheduled allowance

On the web: 

1. On the Charitable Allowance screen, find the recipient whose allowance you want to edit under Scheduled allowances.
2. Select the three dots [...] to the right of the allowance amount.
3. Select Edit.
4. At the bottom of the screen, select Delete.
5. Select Delete again to confirm.

On the mobile app:

1. From the Scheduled allowances section, find the recipient.
2. Select Delete.
3. Review the confirmation message, then select Delete again to confirm.

Remove recipients from Charitable Allowance

To remove a recipient from Charitable Allowance:

1. On the Charitable Allowance screen and under the Recipients section, select the three dots [...] on the recipient's name card.
2. Select Remove from Charitable Allowance.
3. On the web: Tick the checkbox if you want to close the recipient’s Impact Account.

4. Select Remove to complete the action. 

Close a recipient’s Impact Account on the mobile app

1. From the Impact Account Overview, select the avatar in the top-right corner of the screen.
2. Under Switch account, select the recipient’s Impact Account name. A dropdown will appear showing all accounts you’ve created.
3. Select the account you wish to delete to switch into it.
4. Once you're on the recipient’s Impact Account Overview screen, select the avatar again.
5. Scroll down and select Privacy.

6. Select Close account.