Modifying Recurring Gifts

Objective

This guide explains how account managers can modify existing recurring gifts on behalf of donors.

💡 Why Modify Recurring Gifts?

Modifying recurring gifts ensures that donors' giving preferences are accurately reflected and allows for adjustments to frequency, date, fund, and amount as needed.

How to Modify a Recurring Gift

1. Navigate to the Reports menu in the left navigation pane of your manager portal.
2. Select Recurring Gifts from the submenu and search for the donor you'd like to modify.

Status Marks:

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:

Once you've located the giver, click the 3-dot ellipsis menu to display the action menu. Select More Information, Modify, End Recurring, or Payment Profiles depending on what action you’d like to take.

• More Information
  • More Information will display the recurring gifts, allow you to skip or unskip the next occurrence, and view giving history.
    
    
• Modify
  • Modify allows you to edit the frequency, date, fund, and amount of an active recurring gift.
    
    
    
    
• End Recurring
  • End Recurring allows you to immediately stop a recurring gift.
    
    
    
    
• Payment Profile
  • Payment Profiles allows you to add a new payment method, edit a current method on file, or remove a method on behalf of a giver.
    
    
    
    
    

Important Notes

• Declined Payments: If the Payment Profile is being updated due to a declined payment, once the new Payment Profile is saved, the declined transaction will automatically reprocess.

Have Questions or Need Help?

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Updated May 08, 2025 06:50