Change or cancel your recurring donation

If you give regularly to an organization that uses Donately, you manage that giving yourself at my.donately.com. You can change the amount, how often it runs, when it ends, and the card it uses, or cancel it. You do not need to contact the organization for any of that.

First time here? Activate your dashboard

Your dashboard is not created automatically when you donate. To set it up:

1. Go to my.donately.com/activate.
2. Enter your email address, the one you used when you donated, and click Send me a code.
3. Enter the code from your email, choose a password of at least 8 characters, and finish.

You will land in your dashboard, and from then on you sign in at my.donately.com with that email and password.

If you have activated before, use Sign in instead.

This is a separate login from a Donately account for organizations. If you are asked to connect to Stripe, you are in the wrong place. Email support@donately.com and we will sort it out.

Find your recurring plans

In the sidebar, open Donations → Recurring Plans. The list shows every plan you have, across every organization you give to, with its Amount, Frequency, Next Payment, Organization, Payment method and Status.

Click a plan to open it. Everything below happens on that page.

Change the amount, frequency or end date

On the Plan card, click Edit.

• Amount: type the new amount.
• Frequency: choose from daily through yearly, including every 2, 3, 4 or 6 months.
• End date: the last day the plan will be charged. Leave it blank for no end date.

Click Save.

Changing the frequency restarts the schedule, so the next charge is counted from the day you save rather than from the original date. Changing only the amount leaves the existing schedule alone.

The start date and the next payment date are shown for reference and cannot be edited directly. To move the next charge, change the frequency, which restarts the schedule from today.

Update the card you give with

Open the Payment Method card on the plan.

To give with a different card or bank account, click Add payment method, enter the details, and save. You can add a card or a US bank account. Once saved, use the menu beside it and choose Use for this plan.

To correct an expiry date on a card you already saved, use the menu beside it and choose Update. Only the expiry date can be changed on a saved card. If you have a new card number, add it as a new payment method instead.

Other options in that menu:

• Make default: use this method for any plan that does not have its own.
• Remove: take the method off your file with that organization. You cannot remove the method a running plan is using. Switch the plan to another one first.

If you add a bank account, it needs verifying before it can be charged. Donately sends a $0.01 deposit that appears on your statement with a 6-character code starting with SM, and the plan keeps using your current payment method until you have entered it.

If you do not see a Payment Method card, the plan is paid by PayPal or was recorded by the organization directly. Those cannot be changed here, so contact the organization. You can still change the amount, frequency and end date, and you can still cancel.

Cancel a plan

1. Open the plan and click Cancel Plan, at the top right. You can also use the three-dot menu on the list.
2. Confirm with Yes, Cancel Plan.

Cancelling takes effect immediately and stops all future charges. Nothing further is taken. Donations already processed are not refunded, so contact the organization if you need a refund.

We do not send a confirmation email when you cancel. The plan's status changes to CANCELED and its next payment shows as a dash, which is your confirmation.

Restart a plan you cancelled

Open the plan and click Reactivate. If the card it used has since expired or been removed, you will be asked to pick a saved card or add a new one, and the plan restarts with that.

What the statuses mean

• ACTIVE: running normally.
• FAILED ONE through FAILED FOUR: a recent charge did not go through, and the number is how many attempts have failed. Updating your payment method is usually the fix.
• SUSPENDED: the plan is on hold and is not being charged.
• CANCELED: stopped, with no future charges. You can reactivate it.

Other things you can change

On the same page:

• Public display: give on behalf of someone, leave a comment, or make future donations anonymous. Changes apply to future payments, not past ones.
• Receipts: turn the email receipt for future donations on or off.

The organization, campaign or fundraiser a plan supports cannot be changed here. Contact the organization if you are giving to the wrong one.