Modifying recurring gifts ensures that donors' giving preferences are accurately reflected and allows for adjustments to frequency, date, fund, and amount as needed.
View All Recurring Gift
- On the navigation menu to the left, click Reports.
- Select Recurring Gifts from the submenu.
Managing and Modifying Gifts
Search Field
You can search for a specific donor by name.
Filters
Only Active recurring gifts are shown by default. You can adjust this by clicking the Filters icon.
Status Marks:
The Status column shows the state of the recurring gift.
Recurring gifts can have one of four status designations, as shown by status icons:
Active: A current, recurrent gift whose next run is scheduled and pending is noted as Active with a blue circular icon.
Donor Disabled: A recurrent gift that has been cancelled by the donor is noted as Donor disabled with a gray circular icon.
Paused: A gift that has ended or stopped due to 3 or more failed attempts to process is noted as Paused with a yellow alert icon.
- Note: Paused gifts cannot be restarted or unpaused by the system admin and are considered permanently ended.
Completed: A current, recurrent gift whose next run has not been scheduled by the system is noted as Completed with a green double checkmark.
Action Menu (3-dot)
The Action Menu lets you view additional information about or take action on the gift. Select More Information, Modify, End Recurring, or Payment Profiles depending on what action you’d like to take.
More Information
The Gifts tab displays recurring gift
The Scheduled Gifts tab displays upcoming gifts. You can click the Skip Occurrence link on any scheduled gift if you want that gift to not be processed.
The Giving History tab shows all previous instances in which this gift has been processed.
Modify
Modify allows you to edit the Frequency, Start Date, Fund, Note, and Amount of an active recurring gift.
End Recurring Gift
End Recurring Gift lets you stop a recurring gift immediately.
Payment Profile
Payment Profiles allows you to Add New Payment Profile, Edit card, or Remove card on behalf of a giver.
On the list of Payment Profiles, you will notice a couple of icons:
indicates the default payment method
indicates a Payment Profile being used with a recurring gift
Pro-Tip: If a recurring gift has been set up as an anonymous donation, the donor must log in to their donor profile to manage their recurring gifts. For privacy and security, administrators cannot edit or delete anonymous gifts.
Important Notes
- Declined Payments: If the Payment Profile is updated due to a declined payment, once the new Payment Profile is saved, the declined transaction will automatically be reprocessed.
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