Add a recurring gift

1. From Revenue, select Add a recurring gift.

2. Search for and select the constituent who made the payment, or add a new constituent.

3. Under Finder Number, enter the finder number to match the recurring gift to a particular marketing mailing, such as to track and report on the mailing’s performance.

4. Under Date, select a date to associate with the recurring gift.

5. Under Amount, enter the monetary value of one installment of the recurring gift.

6. In the Appeal and Effort fields, enter information about how you receive the recurring gift.

   Note: If you entered a finder number, these fields may be automatically populated.

   Tip: The Appeal Performance Report includes recurring gift revenue. The revenue counts toward the appeal on the recurring gift payment, not the appeal on the recurring gift.

7. Under Designations, information about default designations to which the recurring gift is applied appears, as specified by the appeal entered. Add orupdate this info as necessary.

   Tip: To apply the recurring gift to multiple designations, select Designations. For more information, see Apply a New Commitment to Multiple Designations.

8. Under Inbound channel, select the channel through which your organization receives the recurring gift, such as Mail, Phone, or Face-to-face.

   Note: When you add a payment toward the recurring gift, Altru automatically associates the payment with the channel of the recurring gift.

9. Under Reference, enter any special information about the recurring gift.

10. Select the category for the revenue, such as Deposit or Merchandise Sales.

    Note: If your organization uses the Altru General Ledger, you can use the revenue category to properly map the revenue.

11. If the constituent requests to make the recurring gift anonymously, select Make this recurring gift anonymous.

    Note: If Gives anonymously is selected on the constituent’s record, this option is automatically selected.

12. Under Schedule, set up the transaction schedule for the recurring gift.

    • Under Installment frequency, select the frequency of the recurring gift transactions, such as Monthly.

    • Under Installment schedule begins, enter the due date of the first recurring gift transaction.

    • Under Ending on (optional), enter the due date of the final transaction of the recurring gift, if applicable.

13. Preview the schedule for the recurring gift and make any changes as needed.

    Tip: The preview is based on the schedule and cannot be edited directly. To set up an irregular schedule, use a pledge instead. For more information, see Pledges.

14. Under Payment information, select a payment method for the recurring gift transactions.

    • If you select Credit card - pay installments automatically, enter the donor's credit card info. Card details are tokenized through the Blackbaud Payment Service to ensure the card can be charged for future payments.

      Note: If you select Credit card - store last 4 digits for reference, enter basic card details for tracking purposes only. With this option, the credit card is not tokenized.

    • If you select Direct debit - pay installments automatically, select the financial account from which to deduct the automatic payment. In the Reference date and Reference no. fields, enter any additional dates or codes your organization uses to track direct debit transactions.

    Tip: For more information about authorizing and processing recurring gift payments, see EFT and Credit Card Processes.

15. Select whether to send the constituent reminders when payments toward the recurring gift are due.

16. To not send an acknowledgment for the recurring gift payments, select Do not acknowledge.

17. Select Save.