🏦 Banking & Finance

What Happens to Your SimpleChurch CRM Account When You Die

Church CRMGiving management

Quick Facts

Recurring gifts

Cancel through church

Giving records

Request from church office

Difficulty

Medium

Step-by-Step Guide

1

Contact the church office

Reach out to the church office to cancel all recurring giving set up through SimpleChurch CRM.

2

Cancel any linked bank drafts

If giving was set up via bank ACH, contact the bank to stop recurring drafts in addition to notifying the church.

3

Request giving history

Ask the church to provide a giving history report for tax and estate purposes.

Document Now Checklist

  • SimpleChurch login email
  • Church name and treasurer contact
  • Bank account used for ACH giving
  • Recurring gift schedule

Last verified: June 2026. Platform policies may change. Verify current procedures directly with SimpleChurch CRM. This guide is for informational purposes only and does not constitute legal advice.

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