To start, you will need to set up an account with a payment processor and get your donor’s authorization to bill their debit card, credit card, checking account, or savings account. Keep in mind that setting up automatic giving via ACH (checking or savings draft) is by far the most cost-effective payment method and will help to lower your processing costs in the long run. (See how to cut your processing fees by 75%)

This donation collection process can be further simplified by using some type of donor software or client portal. Since most donor management software providers have built-in billing features, you can easily set up and collect one-time registration fees or recurring donations through your software.

In addition to setting up monthly donations, if you and your donor have a unique donation arrangement you can also chose to set up weekly, bi-weekly, or bi-monthly donations for your billing. Simply start or stop your member’s donation with a click of a button and set up automated donation reminders for any upcoming donations or failed payments. This way you can further simplify your donation collection process and increase your success rates.

Also, remember to keep your authorization forms from your donors on file for up to 2 years after the final draft of your donor’s fees. This will help you to deal with any future chargebacks or customer disputes that you may encounter along the way.

5 Benefits of Setting up Automatic Giving:

  • Save time and money by not having to chase down donors for payments.
  • Collect donations seamlessly each month with minimal legwork.
  • Avoid dealing with cashing checks and going to the bank.
  • Receive automatic notifications of failed payments or returns.
  • Increase your monthly collection rates and revenue.


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