Touchpoint Software Documentation | Managed Giving with Credit Card

Managed Giving with Credit Card

This Condition located on the Contributions category tab in Search Builder will allow you to find people in your database that use a credit card for their Managed / Recurring Giving.

Use Case - Expiring Credit Cards

Create a search for those using credit cards for managed giving, and combine that with the Condition Credit Card Expire Date (using 30 as the number of days), to find those whose credit card will expire in the next 30 days. Then you can notify the donors to update their managed giving with their new credit card information.

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