Quick Guide to Online Giving

How to Give from your Realm Profile

It’s super easy to set up and manage your giving in Realm.

1. To set up new one-time or recurring giving, using the Give form:

• Click on “Give Now”

• Enter an amount*

• Default fund is “Sustaining Pledges” (or select another fund)

• Select the frequency (one-time or recurring)

• Set a start date

• To give to multiple funds at the same frequency, click “+ Another Fund”

• Click “Continue” – enter bank or credit card information (if this is your first time)

• Click “Give”.  You will receive an email confirmation.

(*If you’re paying your pledge in recurring installments (e.g., monthly), make sure the amount entered is the amount of each payment, not your total annual pledge.)

2.  To increase or make changes to the giving you’ve already scheduled:

• Log in to your Realm account

• Once in Realm, click on your name at top right, then click “My Profile”

• Click on the “Giving” tab

• Then click “Scheduled”

• Click the three dots to the right of each gift/fund

• Click “Edit”

• Type in a new amount and/or frequency.  (Note, changes will apply to all future occurrences of a recurring gift.)

• Click “Continue”, then “Give”.  You will receive an email confirmation.

Note:  These instructions are for using a computer.  If you're using an iPad or phone, we highly recommend you download and use the "Realm Connect" app.  Once logged in to the app, go to "Giving > Gifts".   Click "Make a Gift" to set up one-time or recurring giving.   If you have already scheduled your giving, you will see it under "Scheduled," where you can easily edit it.   

Questions?

Call the office at (707) 568-5381, or contact the Sustaining Pledge Team.

Download the Realm Connect app to your phone or tablet:  iPhone – Android

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