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Sometimes, a donor people may be uncomfortable giving online or find it hard to do. 

Donors Contributors may call your church office or stop by in person to change their giving information or add a new gift. For convenience, we have a paper form that donors contributors can complete to authorize the church administrator to do it for them.

When you add, edit, delete, or place a gift on hold, you must complete, file, and store authorization formsYou can also automatically print this documentation when managing scheduled gifts in Access ACS.

ACS Pay Plus automatically sends a confirmation email to the donor anytime a contribution is made. All of these options help your church maintain a paper trail and comply with online giving documentation requirements.

To learn the best practices and what your responsibilities may be, see Enter Gifts on Behalf of a Donor.

Add, Edit, or Delete Gifts


 

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titleTo add scheduled gifts
  1. In ACS Pay Plus, click Giving > Manage Scheduled Giving.
  2. Enter the contributor's name, then click Search. A list of contributor names and records displays.
  3. Locate the contributor whose gifts you want to add, then click Manage Gifts.
  4. On the Current tab, click Add New Gift.
  5. Under Admin Details, select I understand and agree to the documentation requirements for managing scheduled giving and payment methods.
  6. Enter a Reason for adding the gift. For example, phone call, walked in, contributor request.
  7. Under New Gift Details, enter the gift amount, select a fund, and enter an optional memo.
  8. Select the gift's Frequency and start and end dates.
  9. Under Payment Details, enter the contributor's Nickname, Account Type, Account Number, and Expiration Date. If necessary, update the billing information.
  10. Select I would like to automatically print documentation for this gift. This generates a form that complies with documentation requirements, which you can print for your records. If the contributor already completed the Client Initiated Gift Form or the form in the Electronic Giving Brochure, you can skip this step.
  11. Click Schedule Gift.
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titleTo edit scheduled gifts

After scheduling a gift, you may need to update it. For example, a contributor may call the church office and want to increase or decrease the weekly gift, or change the gift's frequency from weekly to monthly.

  1. In ACS Pay Plus, click Giving > Manage Scheduled Giving.
  2. Enter the contributor's name, then click Search. To filter results, select Only contributors with scheduled giving.
  3. When the list displays, locate the contributor whose gifts you want to edit, then click Manage Gifts.
  4. On the Current tab, locate the gift you want to edit, then click .
  5. Under Admin Details, select I understand and agree to the documentation requirements for managing scheduled giving and payment methods.
  6. Enter a Reason for adding the gift. For example, phone call, walked in, contributor request.
  7. Under Edit Gift Details, update the gift information with the contributor's changes.
  8. If the contributor wants to change payment methods, under Payment Details, select the account, or click Add a New Payment Method.
  9. Select I would like to automatically print documentation for this gift. This generates a form that complies with documentation requirements, which you can print for your records.
  10. Click Schedule Gift.
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titleTo delete a scheduled gift

You can delete a gift if you need to. When you search for the contributor in Manage Scheduled Gifts, deleted gifts display on the Deleted tab.

  1. In ACS Pay Plus, click Giving > Manage Scheduled Giving.
  2. Enter the contributor's name, then click Search. To filter results, select Only contributors with scheduled giving.
  3. When the list displays, locate the contributor whose gifts you want to delete, then click Manage Gifts.
  4. On the Current tab, locate the gift you want to delete, then click .
  5. When the confirmation message displays, enter a Reason for deleting the gift, then click Confirm Delete

Giving Schedules - On Hold

The Giving Schedules - On Hold section only displays if you have a deactivated gift. Deactivated gifts can be activated or deleted from the Giving Schedules - On Hold section.

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titleTo place a scheduled gift on hold

Sometimes, contributors cannot donate on the scheduled basis, due to financial constraints. If this occurs, you can place a gift on hold.

  1. In ACS Pay Plus, click Giving > Manage Scheduled Giving.
  2. Enter the contributor's name, then click Search. To filter results, select Only contributors with scheduled giving.
  3. When the list displays, locate the contributor whose gifts you want to place on hold, then click Manage Gifts.
  4. On the Current tab, locate the gift you want to place on hold, then click .
  5. When the confirmation message displays, enter a Reason for deleting the gift, then click Place on Hold.
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titleTo activate a gift
  1. In the Giving Schedules - On Hold section, under Actions, click Activate .
  2. The gift is reinstated to the Giving Schedules - Active section.
Related topics
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Enter a One-Time Online Gift
Manage Payment Methods
Giving History
Pledge History