Managed Giving With Credit Card¶
This Condition, located on the Contributions category tab in Search Builder, allows you to find people whose Recurring Giving or Recurring Pledge schedule is paid with a card rather than a bank account. Schedules where every amount is $0 are not included. The Comparison Values are either True or False.
Note
You must have the Finance role to get results from this Condition. Without it, the search returns 0 people and does not show an error.
Use Case
To find card-paying recurring donors whose cards are about to expire,
combine this Condition set to True with Credit Card Expire Days set to 30.
Notify the people in the results to update their payment information.
Latest Update |
10/03/2026 |
Corrected the Condition names, noted that Recurring Pledges are included, and documented the Finance role requirement.