Partner Care Team

1. Log in to the Partner Portal here.
2. Click the 'Statements' tab
3. Click the 'Download' link for the corresponding year

1. Log in to the Partner Portal here.
2. Click the 'Recurring Gifts' tab
3. Click the 'Modify' button
4. Under 'Payment Details', click the 'Modify ACH on file' button
5. Enter updated bank information
6. Click the 'Save updated information' button

1. Log in to the Partner Portal here.
2. Click the 'Recurring Gifts' tab
3. Click the 'Modify' button
4. Click the 'Delete this recurring gift' button
5. Confirm the recurring gift should be deleted

1. Log in to the Partner Portal here.
2. Click the 'Recurring Gifts' tab
3. Click the 'Modify' button
4. Enter the new amount
5. Click the 'Save updated information button'

1. Log in to the Partner Portal here.
2. Click the 'Recurring Gifts' tab
3. Click the 'Modify' button
4. Enter the new day the recurring gift will be processed
5. Click the 'Save updated information' button

1. Log in to the Partner Portal here.
2. Click the 'Your Profile' tab
3. Click the 'Modify' button
4. Enter updated personal information
5. Click the 'Save updated information' button

1. Log in to the Partner Portal here.
2. Click the 'Your Profile' tab
3. Under 'Update Your Password', enter a new password
4. Click the 'Save new password' button

1. Log in to the Partner Portal here.
2. Click the 'Giving History' tab to view your giving history

1. Log in to the Partner Portal here.
2. Click the 'Giving History' tab
3. Identify the gift to be re-receipted
4. Click the 'Resend Receipt' link

Recurring Gift Error Codes Which Are Retried Automatically

If a recurring charge attempt comes back with any of the following error codes listed below, the charge will be automatically retried.

• Generic Decline Bank: declined with generic error, typically due to a fraud check.
• Insufficient Funds: Insufficient funds in account.
• Limit Exceeded: The vendor has blocked any future payments after too many charges.
• Payment Provider Failure: The payment provider could not be reached or returned an unexpected response.
• Unknown: We are not accounting for this error. Please check the error description for more details.

If a recurring charge attempt comes back with any one of the following error codes listed below, it will NOT be retried automatically. The schedule will pause indefinitely until the payment tender is updated or issue is resolved. Once updated, the schedule will retry a charge on the next charge date.

• Lost or Stolen: The card has been marked lost or stolen.
• Expired: The account or card has expired.
• Invalid Details: Incorrect CVV, expiration, name on card or card/account numbers.
• Failed AVS: The payment provider had an issue validating the Address Verification Service for a credit card.
• Blocked: The payment was blocked by the bank or credit source.
• Does not exist: The specified payment method does not exist. This typically means you're using a payment method from one merchant to another.
• Invalid Configuration: The app fee is incorrect.
• Max Transaction Total Exceeded: The payment total was greater than the max limit.