Realm Refresher & FQA
Realm Account
Q: I don’t know if I have created a Realm account.
Go to https://onrealm.org/UniversityPresb59545/ and try typing in your email and account password. If you get a message “Account already exists”. All you need to do is click “Forgot Your Password” on the Realm login screen and type in your email. Realm will send you a link to that email, and you can then create a new password. In the future, you’ll be able to go to https://onrealm.org/UniversityPresb59545/ . The same procedure applies when you forget your password. See Realm login screenshots here.
Q: What is the difference between Realm and Realm Connect?
Realm is accessed via desktop browsers. Realm Connect is primarily a mobile app (iOS/Android), though it has a web-based login for members. Download Realm Connect on your mobile device from either Google Play Store or Apple App Store.
Your Realm login works on your home computer and on your mobile devices, so when you sign into Realm, use the login you created for the computer or the app. Check to make sure that we have your address and other personal information entered correctly under My Profile Views, which is located under your profile name in the upper right-hand corner. If anything is incorrect, you can change it.
Profile Management
Q: How do I locate my user profile to see/update my personal information?
Once you’ve logged in to Realm, you’ll be on the home page. Look at the top right of the screen, where you’ll see several icons and a search bar. Directly to the right of the search bar, you should see your first name (or preferred name) with a downward-facing caret. Click on your name, and a dropdown menu will appear with several options. Each of these options corresponds to a different segment of your profile, and you’ll be able to edit the related information by clicking on these links.
Q: How can I make my contact information visible to other members?
Please log into your profile and follow these steps
- Click on your name in the right-hand corner (you will see a dropdown)
- Click on “manage privacy”
- Select the level of privacy: i.e. “Anyone in the Church”
- OR: Click on Custom Privacy and select the info you like to have displayed in the directory. Example: You may not want your home address listed, so you would choose “users with permission only”.
Q: How do I change my password or the email associated with my account?
For these changes, you will want to click on “Manage Account” under the dropdown menu that is available when you click on your name in the top right corner of Realm. Once you have navigated to the “Manage Account” page, you can create a new password, or associate your Realm account with a new email address.
Giving
Q: How do I set up a pledge or make a donation?
On the left side of the home page on Realm, there is a list of different navigation hubs. Click on the category titled “Giving,” and you will see everything you need to start the process of pledging or making a donation. Note: If you are at all unclear about this process, or want assistance setting up a donation through Realm for the first time, please feel free to reach out to Loree, Financial Manager. Note: If you have already made a pledge for the current year (with a pledge card, an email, or using the online form), the pledge will be on Realm.
Pledging:
- Click the + (sign) Pledge.
- Enter the amount i.e. $10
- Choose either “as can” or “set a schedule”
- Choose a pledging schedule if you “want to set a schedule” like weekly, every month etc.
- Click on blue button to SAVE PLEDGE.
Below is a quick sample screen recording (without sound):
Giving:
- Click on “+ Give” to begin the process of making a donation.
- You’ll see a popup screen that allows you to designate the amount of money you want to give, and if you want to make this a one-time donation, or if you want the donation to repeat multiple times at specific intervals. Additionally, you can schedule one-time donations for a later date by clicking “Gift Date” and choosing a date other than today.
- Finally, on the top line to the right of where you input the amount of money you want to donate, you can decide where this donation will go by choosing a “Fund.”
- Once you have your donation set up as you desire, click “Continue” on the bottom right. This will bring you to a payment screen, where you are able to enter either a credit/debit card or bank account information. If you want Realm to remember your payment information, make sure to check the box next to “Save for future use.”
Below is a quick sample screen recording (without sound)
Q: How do I make a change to a recurring donation or stop a scheduled donation?
Navigate to the “Giving” tab on the left toolbar on Realm. In the range of options you see on the Giving homepage, click “Scheduled” to see all upcoming and recurring gifts that you have scheduled. On the list of donations that appear, locate the gift you want to change. To the right of the listing of this donation, there are three dots. Click on this icon/ dots to see three options: Edit, Place on Hold, and Cancel.
Click “Edit” to make a change to the amount of money you intend on giving, the date when this money will be donated, the duration of the gift, and the payment method. Note that the “Edit” option does NOT allow you to change the donation’s frequency.
Click “Put on Hold” to temporarily suspend your donation. You can suspend the donation for as long as you need to, but you will have to return this page, navigate to the donation you have placed on hold, and select the option labeled “Reactivate” in order to reinstate this donation. When you reactivate the gift, you will have the same set of options listed under the “Edit” option.
Click “Cancel” to stop a donation permanently. This is also the option you will need to choose if you need to change the frequency with which you plan on making a donation (IE if you decide you want to give every other month rather than monthly, you will need to first “Cancel” your initial donation).
Q: How do I add a new payment account, make a change to an existing payment account, or remove a payment account from my profile?
Navigate to the “Giving” tab from the Realm homepage. On the Giving page, on the right side of the screen, you will see an option that says Manage Payment Options.
Click on “Manage Payment Options”, and you’ll be taken to an account management page including all of the credit card and checking account payment accounts that you have saved to Realm. On this page, you can click “Add Payment Method” to save a new bank account or debit/credit card to your Realm profile. To change an existing payment method, navigate to the payment method you want to edit and click the three dots icon. This will open a dropdown menu where you can click “Edit Account” to update the billing address or expiration date, or “Delete Account” to remove this account from your Realm profile.
Q: How do I download my Contribution Statement?
On the Giving page, on the right side of the screen (same box as pictured to the right) click on the upper blue box ” 2025 Contribution Statement”. A “Print Giving Statement” box will pop up, you can add a memo and choose how you like to download / print the statement. See screenshot here.
If you like to print prior years, follow these steps in this guide.