Managing Your Donations

Role: Employee (Payroll Giving)
Portal: Employees portal
Prerequisites: You have at least one active donation. See Browsing & Donating.

How to view your donations

1. Go to My Donations from the navigation menu.
2. Your active subscriptions and one-time donations are listed with their campaign name, type, status, and amounts.

How to update a subscription amount

1. In My Donations, find the subscription you want to change.
2. Click the Update action on that row.
3. Enter the new monthly amount and confirm.

Changes to future monthly amounts remain possible. Whether a change affects this month's donation depends on the company's lock date and whether the donation is already being processed.

With Payroll Giving only, create, update, or cancel subscriptions using employee-funded amounts only. There is no employee monthly company balance, automatic budget adjustment does not apply, and eligible changes are picked up by the next connected Zenegy run.

How to cancel a subscription

1. In My Donations, find the subscription you want to cancel.
2. Click the Cancel action on that row.
3. Confirm the cancellation. The subscription stops after the current payroll run completes.

How to update or cancel a one-time donation

1. In My Donations, choose Update from the actions menu on an editable row.
2. Change the eligible employee, company, or gift amounts and confirm. If no gift balance is assigned and the gift amount is zero, you can add gift funding from an active balance. After a balance is assigned, it cannot be switched.
3. To cancel, select Cancel and confirm.

One-time donations can be changed while their status allows it and before the current month's donation lock date. An eligible donation from an earlier month can still be changed; after the lock date it can become editable again when the next monthly window opens if its status remains eligible. A locked donation shows its reason in the Edit Donation column and offers History only in the actions menu. If no gift balance is assigned yet, the edit form lets you add gift funding from an active balance. Once assigned, a gift amount can be changed only through that same balance while it is Active and within its date range. Reducing the amount returns the difference to that balance, even when its remaining amount is zero. You cannot switch an assigned balance. If it is unavailable, the edit drawer omits the Gift Wallet section and keeps its amount unchanged while other eligible amounts can still be edited. Cancel is available when the gift amount is zero or the assigned balance is Active and within its date range; canceling returns the company-funded amount and any eligible gift amount to their balances.

How to view donation history

1. In My Donations, click the History action on any row.
2. A history panel opens showing all past deductions and their dates.

Donation status

Status	What it means
Pending	Donation is queued and will be processed in the next payroll run
Invoiced	The amount has been invoiced and is being processed
Rejected	The donation was not processed — check with your company admin

Subscription lock

The company sets a monthly lock date for the current donation. Once that date has passed, changes to the subscription amount do not change this month's donation. Its processing status can also prevent changes to the current donation. You can still change future monthly amounts, subject to the available actions in My Donations.

• Locked — this month's donation amount is fixed
• Unlocked — this month's amount may still be changed if processing has not restricted it

Automatic budget adjustment

If your company's monthly giving budget goes down — for example because your company admin lowers it, or because a new employee joins a shared yearly budget — and your active subscriptions now add up to more than your new budget, they are automatically reduced at the next payroll run so they fit within it. Each subscription is scaled down by the same proportion, so the relative split between the causes you support stays the same. You'll receive an email listing exactly which subscriptions changed and their new amounts. No action is needed on your part.

Troubleshooting

Problem	What to do
Cannot update or cancel a subscription	The subscription is locked for the current payroll run. Wait for it to complete.
A donation shows as Rejected	Contact your company admin — the rejection may be due to a payroll configuration issue.
My Donations page is empty	You have no active donations yet. Go to Browsing & Donating to set one up.

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