Managing Cash Gifts: How to Edit or Cancel Your Recurring Gift

Updated June 16, 2025 17:58

If you've set up a recurring gift through Overflow, you can easily update or cancel it within your Donor Profile.

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🛠️ Editing Your Recurring Gift | ❌ Canceling Your Recurring Gift
🧠 Things to Keep in Mind

Once you have logged into your Donor Profile, navigate to the Recurring Gifts module in the left sidebar.
- Here, you will find an overview of your recurring gifts.
- You can easily reference the benefiting organization, amount, start date, next scheduled contribution date, frequency, and payment method used.
For the recurring gift you'd like to edit, click on the ellipsis (⋯) at the end of the listing, and select "Edit" from the dropdown menu.
The "Edit Recurring Gift" pop-up window will appear. You can edit the following:
- Amount
- Frequency — Every 2 weeks, every month, or every week
- Start Date — You can select a date up to 30 days in advance.
- Campaign (and Subcampaign, if applicable)
- Payment Method — You can either select a previously used payment method (automatically saved to your Donor Profile), or add a new credit/debit card or bank account.
Click the "Save" button to apply your changes.
- Your Donor Profile will update immediately, and the changes will take effect for your next scheduled contribution.

Once you have logged into your Donor Profile, navigate to the Recurring Gifts module in the left sidebar.
- Here, you will find an overview of your recurring gifts.
- You can easily reference the benefiting organization, amount, start date, next scheduled contribution date, frequency, and payment method used.
For the recurring gift you'd like to cancel, click on the ellipsis (⋯) at the end of the listing, and select "Cancel" from the dropdown menu.
- 👉🏽 Depending on your device, the "Cancel" option might not be immediately visible. However, if you hover over the dropdown menu and scroll down, you will find it listed under "Edit."
The "Cancel Recurring Gift" pop-up window will appear. You will be prompted to select a reason for canceling your recurring donation.
Click the "Save" button to apply your changes.
- Your Donor Profile will update immediately, and the recurring gift will now appear under the "Canceled Gifts" tab.

✅ To avoid unintended duplicate or overlapping charges, we recommend making any changes at least 7 business days before your next contribution date.
- ⏩ Please make sure that any new start date you select is a future date.
- ⚠️ If a past date is selected, it may cause your gift to process immediately, in addition to processing again on its originally scheduled date.
🗓️ While your recurring gift is set up for a specific frequency, the exact contribution dates may vary. This depends on how long your payment method takes to authorize and process the transaction, which can affect when the payment is received and reflected in your account.
- 💳 Credit/Debit Cards: Most transactions are authorized immediately, but the final posting may take 1–3 business days. Additionally, if a transaction is made on a weekend or holiday, some banks may delay processing until the next business day.
- 🏦 ACH Transfers: These do not process on weekends or bank holidays. If an ACH donation is initiated on a Friday, weekend, or holiday, it will typically begin processing on the next business day.