Contributions & Finance

Manage Recurring Giving¶

This serves as a management page for a user with the appropriate role(s) to view, add, edit, or delete a donor’s recurring giving.

Donors and Their Recurring Giving

Any donor with a user account can go to his own record, click the Giving > Contributions tab, and then use the Manage Your Recurring Giving button to make any changes to his or her recurring giving. If the donor wants to stop his or her giving, after he or she clicks Manage Your Recurring Giving, he or she can scroll to My Recurring Giving section at the bottom and click the Cancel link under the Actions column for the gift he or she wants to cancel.

To access the Manage Recurring Giving page, go to Administration > Manage > Manage Recurring Giving.

Important

A user must at least have the Finance role to view this page.

Add Recurring Giving for a Donor¶

If a donor asks you to set up recurring giving for him or her, a user with the Admin and Finance roles or the FinanceAdmin role can follow these steps to delete it on his or her behalf.

Step 1

Click the green New Recurring Gift button at the top of the page.

Step 2

Fill out the donor and gift information in the Add Recurring Gift dialog box, including

Giver
Amount
Payment Method
Fund
Frequency
Start Date
End Date

Step 3

Click the blue Create button.

Edit Recurring Giving for a Donor¶

If you need to edit a donor’s recurring giving, a user with the Admin and Finance roles or the FinanceAdmin role can follow these steps to edit it on his or her behalf.

Step 1: Click the blue Pencil Icon on the row for the donor’s gift you want to edit. This will bring up the Edit Recurring Gift dialog box.
Step 2: Make the appropriate changes.
Step 3: Click the blue Save button.

Note

To mass update the fund for multiple recurring gifts, first use the Search box to filter for the gifts you want to update. Then, click the Update All button at the top of the page. Select the appropriate fund from the New Fund drop down menu. Finally, click the blue Update button to save your changes.

Delete Recurring Giving for a Donor¶

If a donor asks you to delete his or her recurring giving, or if a donor has passed away, a user with the Finance can follow these steps to delete it on his or her behalf.

Step 1: Click the red Trash Can icon on the row for the donor’s gift you want to delete. This will bring up the Delete dialog box.
Step 2: Click the blue Yes, delete it button.

Contents of the Manage Recurring Giving Page¶

The following are the columns/data contained on this page:

Search Box
This allows you to filter the results to match any text you type in the Search field. For example, you can type in a person’s name to see gifts from a particular donor or type in the name of a fund to see all recurring gifts toward that particular fund. You can even see gifts scheduled to process on a particular date by typing in that date.
Name
Donor’s name (This is a link to that person’s giving history.)
Started
The date the recurring giving began or will begin.
Ending
The date the recurring gift will end (optional).
Next Date
The date the next contribution will occur. This is dynamic.
Amount
This is the amount of the gift for that fund.
Fund
This is the contribution fund that the gift is associated with.
Frequency
This is the frequency of the donations - Weekly, Bi weekly, Twice monthly, Monthly or Annually.
Payment Method
This is the card or bank account used for the recurring gift.
Action
This is where you see the blue Pencil Icon and red Trash Can icon to edit or delete that recurring gift.

Note

When a recurring gift fails to process, that row will be highlighted in pink. This could be due to several reasons such as insufficient funds, invalid bank account details, or a card issue (expired, declined, stolen, etc.). The donor receives an email notification of the failure.