How do I edit a recurring grant schedule? | Vanguard Charitable

How do I edit a recurring grant schedule?

We know that sometimes plans change. If they do, it’s simple to manage recurring grants right in your online account. 

 

To locate your recurring grant schedule you’d like to manage: 

  1. Log in to your online account.
  2. On the Manage Grants page, click on the Grant Schedules tab to view your schedule activity.
    • Please note that you can only modify schedules with a status of Entered or Active. Schedules with a status of Complete or Canceled indicate that no additional payments will be issued. 

 

To edit your recurring grant schedule: 

  1. Once you’ve located the schedule you would like to edit, click View & Edit on the righthand side.
  2. Scroll to the section you would like to edit and click the Edit button. For example, edit the sections Charity, Amount, or Purpose.
  3. Once you’ve made your changes, select Next in the lower right corner.
  4. Ensure that you accept the disclaimer and click Submit Grant to save your changes. 

 

To cancel your recurring grant schedule: 

  1. Once you’ve located the schedule you would like to cancel, click Cancel on the right-hand side.
    • Please note that this action will only cancel future dated payments with a status of Not Scheduled. 

 

Learn how to recommend a grant.

Learn how to set up recurring grant schedules.

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