There's no doubt that maintaining relationships with your recurring donors is important. But sometimes, changes have to be made to their recurring gifts. The good news is that you can make changes to their recurring gifts without having to cancel them or retrieve the necessary credit card information to create a new one.
To begin making any of the following modifications to a recurring gift:
- Go to the donor's Contact record.
- Click on the Giving tab in their record.
- On the right-hand side of the screen, under "Recurring Gifts," you'll see the recurring gift. Next to that gift, click the three dots and then Edit.
Changing the Frequency
In Frequency, you can change how frequently the gift is made (weekly, bimonthly, monthly, quarterly, semiannually, annually, or biennially).
Click the dropdown to select how frequently you want this recurring gift to be made.
Changing the Next Expected Payment Date
By changing the Next Payment Date field, you can change the schedule in which recurring donations are made. In turn, the schedule will follow based on this new next expected payment date.
Note: This will NOT change your history of past expected payments; you will need to forgive those payments (you will have the option to select all of those payments to forgive, as well). In addition, if you have the Virtuous Giving integration, these changes will carry through and modify the transaction schedule.
Notice in the above example that while the next payment is expected 11/23/2021, the past due expected payment dates reflect the original schedule (the 20th of every month).
In addition, you have the ability to check the box next to "Forgive All Past Due Payments" if you would like to forgive those payments in bulk.