Manage ongoing monthly or recurring gifts from donors.
What is a Recurring Donation?
A recurring donation is a gift that repeats automatically:
- Monthly sustainer gifts
- Quarterly or annual recurring gifts
- Automatic credit card or bank drafts
Setting Up a Recurring Gift
- Navigate to Fundraising > Recurring Donations
- Click Add New
- Select the donor
- Enter recurring details:
- Amount: Gift amount per occurrence
- Frequency: Monthly, quarterly, annually
- Start Date: When recurring begins
- End Date: When to stop (or leave open)
- Payment Method: How it will be processed
- Assign to fund and campaign
- Save
Processing Recurring Gifts
Depending on your payment processor integration:
- Automatic: Processor charges and records automatically
- Manual: You enter each gift as it processes
Managing Recurring Donors
- Update Amount: Donors may increase or decrease
- Update Payment Method: New card or bank info
- Pause: Temporarily suspend
- Cancel: End the recurring gift
Retention
Monitor recurring donations for:
- Failed payments (card declined)
- Expiring cards
- Cancellation requests
Reach out promptly to retain these valuable donors.