We would be happy to help you if you cannot find what you are looking for. Contact us at support@charitableplanning.com, or for immediate support on weekdays between 8 am and 5 pm EST, call us at 410-377-2170 x227.

Your Account

The following are questions related to your CharitablePlanning.com account.

How do I change my password?

To change your password, please click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Change Your Password" link. Or simply click here. Please enter your current password and your new password twice (for verification purposes). Passwords are case sensitive and must be between 6 and 16 characters.

I forgot my password. How do I reset it?

To reset your password, please click on the "Forgot your Password?" link located at the top every page prior to logging in. Or simply click here. Please enter your username and click the "Submit" button. An email will be sent to your email address on record with CharitablePlanning.com. The email will contain a link for resetting your password. Please click on the provided link. Then enter your new password and click the "Save" button. Passwords are case sensitive and must be between 6 and 16 characters.

I forgot my username. How can I login?

Please click on the "Forgot your Username?" link located at the top every page prior to logging in. Or simply click here. Please enter the email address which is on record with CharitablePlanning.com and click the "Submit" button. An email containing your username will be sent the submitted email address.

How do I change my email address?

To change the email address associated with your CharitablePlanning.com account, please click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "User Information" link. Please make the necessary changes and click the "Save" button.

How can I unsubscribe from emails?

There are two ways to unsubscribe from mass emails (otherwise known as eMailers) for CharitablePlanning.com. To change your settings, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "eMailer Preferences" link. Please make your changes and click the "Save" button.

Or, you can use the "Unsubscribe" link at the bottom of every eMailer. If you click on the "Unsubscribe" link, you will be unsubscribed from that eMailer type. For example, if you are viewing a Daily eMailer and you click on the "Unsubscribe" link at the bottom of the email, you will only be unsubscribed from Dailies - not the Monthlies, Weeklies, etc.

Payment Methods

The following are questions related to your CharitablePlanning.com payment methods.

What payment methods are accepted?

CharitablePlanning.com accepts Visa, Discover, American Express and MasterCard credit cards. You may also use Google Checkout to make a purchase.

Is my financial information secure?

Yes. CharitablePlanning.com uses Samurai by FeeFighters to keep your financial information secure. Samurai is a PCI Complient Level 1 3rd-party payment gateway for storing and charging credit cards.

How do I add a payment method?

To add a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Or, click here. Click on the "Add a Card" button. Please enter your credit card information and click the "Save" button.

How do I change my default payment method?

To change your default payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Or, click here. Your credit cards will be listed on this page. A bright green checkbox icon will be next to the last four digits of the credit card number of the default payment method. To change the default, simply click the gray checkbox icon next to the credit card that you would like to be the default.

How do I edit a payment method?

To edit a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Or, click here. Your credit cards will be listed on this page. An edit (pencil) icon will be next to the last four digits of the credit card number for each payment method. To edit a payment method, simply click on the edit icon for the credit card you wish to change. Make the changes to the credit card and click the "Save" button.

How do I delete a payment method?

To delete a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Or, click here. Your credit cards will be listed on this page. A delete (trash can) icon will be next to the last four digits of the credit card number for each payment method. To delete a payment method, simply click on the delete icon for the credit card you wish to delete.

Purchases

The following are questions related to your CharitablePlanning.com purchases.

Where can I view my purchases?

To view your purchases, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Purchases" link. Or, click here.

Where can I view my invoices?

To view your invoices, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Invoices" link. Or, click here.  

I need a receipt. Where can I get one?

To get a receipt, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Invoices" link. Or, click here. Then click on the invoice for which you would like a receipt. Then, click on the "Email Receipt" button and enter the email address to which you would like to send the receipt.

How do I get the product license for my purchase?

To apply a purchase to your account, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Purchases" link. Or, click here. Click on the purchase for which you would like the product license. The product license will be listed at the top of this page. 

How do I apply a purchase to my account?

To apply a purchase to your account, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Purchases" link. Or, click here. Enter the appropriate product license and click the "Apply" button.

Purchases are applied on a first-come, first-serve basis. For example, if two users try to apply a single purchase to each of their accounts, the second user will be unable to use the product.

How do I know which purchases I am using?

To determine which purchases have been applied to your account, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Applied Licenses" link. Or, click here.

How do I provide another person with a purchase?

To assign a purchase to another person, that person must first Create an Account with CharitablePlanning.com. The user needs to login and then follow the instructions above for applying a purchase. The user will need the product license which was sent to your email address.

May I give my subscription to another user?

Yes and no. A subscription may be given to another user, but only the purchaser may transfer the subscription. See the instructions below.

How can I give my subscription to another user?

Click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Purchases" link. Or, click here. Locate the purchase you wish to change. Then click the "Reclaim" button displayed next to the user from whom you want to reclaim the purchase. You cannot reclaim purchases which are not active. To assign a purchase to another user, simply follow the instructions above.