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Step-By-Step

Contributions - Online Gifts

If your church accepts online gifts through Realm, you can contribute once or set up a recurring gift.

 To contribute from your profile page
  1. Log into the site.
  2. Click Giving on the main menu.
  3. Click . If you don't see this button, contact your church office and let them know you want online giving.
  4. Enter the amount you want to give, then select the fund. If the fund has the memo field enabled, complete this field to add a note. To give to more than one fund at once, click Give to an additional fund.

  5. Select a gift frequency and enter the appropriate date information.

    Useful Information

    During months that have less than 31 days, recurring gifts scheduled for the 31st of each month will process on the last day of the month.

  6. Enter your payment information. If you have a saved payment method, you can use it or click Add New Payment Method to add another payment method.
  7. Click Give.

Completion of Gifts

If you set up a recurring online gift, you will be sent an email when the end date has been reached.

 To contribute as a member or attendee with a login
  1. Enter the link in a web browser or scan the QR code.
  2. Enter your gift amount and select a fund unless these are pre-selected. If the fund has the memo field enabled, complete this field to add a note.
  3. Enter your email address.
     
  4. Click Give.
  5. If the email address is one you've used to log in before, you can then enter your password, Sign In, and make your contribution from inside the site. Otherwise, click Continue as Guest (see below).
     
  6. When finished, click Give.
     
 To contribute as a guest
  1. Enter the link in a web browser or scan the QR code.
  2. Enter your gift amount and select a fund unless these are preselected. If the fund has the memo field enabled, complete this field to add a note.
  3. Enter your email address.
     
  4. Click Give.
  5. If the email address is not one you've used to log in before, you can now enter your account information and click Give.

 To scan your credit card using an iOS device.
  1. On your iOS device, enter the link in the Safari web browser.
  2. Enter your gift amount and select a fund unless these are preselected. If the fund has the memo field enabled, complete this field to add a note.
  3. Enter your email address.
  4. Click Give.
  5. When entering your account information, click Scan Credit Card on the keyboard screen.
  6. On the camera screen, position your credit card inside the frame.
  7. After the scan, the information pulled from the card will show up in all of the appropriate text boxes on the payment form.

You can only access this feature through the Safari browser on an iOS/Apple device. Using a QR code through an external app will not work with this feature. Also, this feature is not available on Android devices.

 To give via text message
  1. Text your church's keyword and amount to 73256 on your smart phone.
  2. Once the text is sent, you will receive a confirmation message.
  3. Click the link in the confirmation message to access the payment form.
  4. Complete the payment form and verify the amount and fund.
  5. When finished, click Give.
  6. You will receive a receipt by text and email.
  7. Your payment information is saved for future gifts.

For future gifts via text message, submit your church's keyword again to 73256 to generate another payment form link.

Contributions - Other Processes

 

 To view your giving history
  1. Log into the site.
  2. Click Giving on the main menu.
  3. To narrow the list of contributions, click , select limiting criteria, and click Filter.
 To view your future gifts
  1. Log into the site.
  2. Click Giving on the main menu.
  3. Click Scheduled.
  4. To narrow the list of contributions, click , select limiting criteria, and click Filter.
 To print your giving statement
  1. Log into the site.
  2. Click Giving on the main menu.
  3. If necessary, filter your list of contributions (see above).
  4. Click . Add a comment to the giving statement if necessary. The output is downloaded as a PDF file that can be opened from your browser.

 To quickly print a copy of your giving statement

During tax season, you can quickly print a copy of your giving statement by using the button shown:

 To cancel or change a recurring gift
  1. Log into the site.
  2. Click Giving on the main menu.
  3. Click Scheduled.
  4. Point to a line in the list, and click .
  5. Select Edit to change the amount of your gift; select Cancel to stop it.
 To check for failed payments
  1. Log into the site.
  2. Click Giving on the main menu.
  3. Click Scheduled. If there are problems with your gifts, a related message displays onscreen.

Recurring Payments

If a recurring payment fails, an email is sent instead of displaying the onscreen message.

Pledges

 

 To set up a pledge
  1. Log into the site.
  2. Click Giving on the main menu.
  3. Click , enter your pledge information, and save.

Completion of Pledge

You will be sent an email once you meet your pledge.

 To track your pledges
  1. Log into the site.
  2. Click Giving on the main menu.
  3. If you have active pledges, they will display on the page.

 To print your pledge data

Follow the steps in To print your giving statement. Pledge information is included at the bottom of printed giving statements.

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Administrators and Staff Members

You can check your giving history, pledges, or print a list of your past giving. If your church accepts online gifts through Realm, you can make a contribution or set up a recurring gift.