Connection Card Pro Help & Documentation

Making Changes to Recurring Giving 

Connection Card Pro makes giving easy for your donors through our online giving platform, with several ways to give. Your donors can select from a list of your designations where they would like their donation to go, they have the option to increase their donation to cover the processing fee, give a one-time gift or set up recurring giving. It is easy to change the amount or frequency of their online giving.

Any online donations and payments given through Connection Card Pro are automatically recorded in their profile page under their “giving” tab when you view their profile, and also automatically recorded in your ledgers, saving you time and work!

Donors will go to their Hub Portal to make changes to their Recurring Giving. They can get to their hub portal via your website if you have linked the portal to your website or by an email with the URL or invite. (Use your subdomain shown in Communications > Settings > Organization Profile towards the bottom of the page to add access to your Hub Portal from your website, giving your members and donors quick access to the giving platform to give. Or see our help doc on other ways to invite members to your hub.  

Directions for your Donors in Making any Changes to their Recurring Giving:

To Change Credit Card Payment Details

• Log into your personal hub or create a log-in if this is your first time.
• Click on the Giving Tab in your Hub or scroll down on the home page to Giving.
• Click on “Details” for your last recurring donation.
• Click on “Edit Payment Details” to edit .

To Cancel Recurring Giving or Change ACH Information

• Log into your personal hub or create a log-in if this is your first time.
• Click on the Giving Tab in your Hub or scroll down on the home page to Giving.
• Click on “Details” for your last recurring donation.
• Click “Cancel Recurring Gift” Red button below Donation History.
• If changing your ACH information, click on the Giving Tab to return to the giving page and click on “Setup New Recurring Gift” with your new ACH info.  

To Change Recurring Giving Amount or Frequency

• Log into your personal hub or create a log-in if this is your first time.
• Click on the Giving Tab in your Hub or scroll down on the home page to Giving.
• Click on “Details” for your last recurring donation.
• Click “Edit Amount or Schedule”.
• In the pop-up window, edit your amount and/or frequency and click “Update Gift”.

You can also see your past giving history and receipts under the giving tab.