Schedule Future Giving
Set up recurring payments into and out of your Charityvest account to automate your giving.
If you're considering making a monthly commitment to set money aside for charitable giving, a recurring contribution can help you achieve your giving goals. This is an ideal way to commit to a certain level of charitable giving, without needing to decide which charities you will support ahead of time.
You can set up a recurring monthly contribution from a bank account or credit card to automatically contribute a certain amount to your fund every month.
To set up a recurring monthly contribution, select one of the monthly frequency options on the Contribute screen. Currently, you can choose to have your contributions processed on the 1st or 15th of the month.
You can also set up recurring monthly grants to charities you want to support on an ongoing basis.
To set up a recurring monthly grant, select one of the monthly frequency options on the Grant screen. Currently, you can choose to have your contributions processed on the 1st or 15th of the month.
You can view all recurring transactions on the Recurring Transactions section of the Activity dashboard. Clicking "Edit" next to the transaction will allow you to make modifications.
Unlike one-time grants, recurring grants always use your Charityvest balance as a funding source. If your Charityvest account has an adequate balance to fund your recurring grants, it will automatically deduct funds from your account and send your scheduled grants.
If your account does not have sufficient balance to cover your recurring grants, Charityvest will attempt to use your primary funding account, which can be a bank or credit card, to automatically fund your recurring grant schedule. You can change your primary funding account in the Connected Accounts profile section.
Last modified 4mo ago