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

1. Navigate to Fundraising > Recurring Donations
2. Click Add New
3. Select the donor
4. 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
5. Assign to fund and campaign
6. 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.