What Happens to Your Recurring Donation Account When You Die
Quick Facts
Priority
Cancel to stop charges
Tax records
Save donation receipts
Difficulty
Medium
Step-by-Step Guide
Identify the recipient organization
Determine which charity or nonprofit receives the recurring donation by reviewing bank or credit card statements.
Cancel the recurring donation
Contact the organization directly or log in to their donation platform to cancel the recurring gift.
Stop payment at the bank if needed
If the organization cannot be reached, place a stop payment on the recurring charge through the bank or credit card company.
Save donation receipts
Collect all donation receipts for the current tax year for use in the estate\'s final tax return.
Document Now Checklist
- Organization name and contact
- Donation amount and frequency
- Payment method used
- Donation receipts for tax records
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Recurring Donation. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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