Add a recurring gift

1. From Revenue, select Add a recurring gift. The Add a recurring gift screen appears.

2. Search for and select the constituent for whom to add a recurring gift. If the donor is not already a constituent in your database, you can add a new constituent from the Search screen.

   Tip: To select a constituent quickly, enter the first few letters of the individual constituent’s last name or the organization constituent’s name in the Constituent field and press Tab. The Constituent Search screen appears, and the Results grid displays constituents with names that meet the entered criteria.

3. In the Finder Number field, 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. Typically, the finder number consists of 15 characters or less.

   After you select the constituent, you return to the Add a recurring gift screen. The rest of the fields are enabled.

   Note: When you enter a source code or finder number for the payment, the program may automatically enter information associated with the source code or finder number entered.

4. In the Date field, select a date to associate with the recurring gift. For example, select the date your organization receives the recurring gift.

5. In the Amount field, enter the monetary value of one transaction of the recurring gift.

6. In the Source code, Appeal, and Effort fields, enter information about how you receive the recurring gift. You can search for a specific source code, appeal, or marketing effort.

   Note: When you enter a source code or finder number for the recurring gift, the program may automatically enter the information associated with the source code or finder number entered.

7. In the Designations field, information about default designations to which the recurring gift is applied appears, as specified by the appeal entered. Search for and select the designation to which to apply the recurring gift as necessary.

   To apply the recurring gift to multiple designations, select Designations. The Split designations screen appears. For information about how to apply a recurring gift to multiple designations, refer to Apply a New Commitment to Multiple Designations.

8. In the Inbound channel field, select the channel through which your organization receives the recurring gift, such as Mail, Phone, or Face-to-face. Your system administrator configures the selections available in this field. If the channel you want does not appear, consult your system administrator.

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

9. In the Reference field, enter any special information about the recurring gift, such as to appear in communications about the revenue. You can enter up to 255 characters in this field.

10. In the Revenue category field, select the category for the revenue, such as Deposit or Merchandise Sales. Your system administration configures the selections available in the Revenue category field.

    Note: You can use the revenue category to properly map the revenue to the general ledger. In Administration, your system administrator configures the categories available for revenue. If the category you want does not appear, consult your system administrator.

11. If the constituent requests to make the recurring gift anonymously, select Make this recurring gift anonymous. If Gives anonymously is selected on the constituent’s record, the program automatically selects Make this recurring gift anonymous. For more information, refer to the Constituents GuideEdit Personal Information for an Individual Constituent.

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

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

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

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

      The grid uses the frequency and start and end dates to calculate and display the regular transaction schedule for the recurring gift.

    Note: The dates in the grid are projections based on the schedule and cannot be edited directly. If a recurring gift requires an irregular schedule, use a pledge instead. For more information about pledges, refer to Pledges.

13. Under Payment information, in the Payment method field, select a payment method for the recurring gift transactions.

    • If you select "Credit card - pay installments automatically," select the credit card type and expiration date, and enter the account number and cardholder name from the credit card. When you select this option and enter a credit card for a recurring gift, it becomes tokenized in BBPS. For more information about BBPS, refer to Merchant Accounts for the Blackbaud Payment Service.

    • If you select "Credit card - store last 4 digits for reference," specify credit card information you want to track for reporting or reconciling needs. With this option, the credit card does not become tokenized in BBPS.

    • 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.

      In order to process direct debit payments in euros from a constituent with a bank account which uses the "Europe (SEPA)" banking system, the organization must have a signed SEPA mandate on file from the constituent which authorizes the organization to draw funds from the constituent's account. In the Mandate field, which appears when you add any type of revenue or a pledge for a constituent with a payment method of direct debit, select an existing mandate for the constituent or select Add to add a new one. For more information, refer to Add a SEPA Mandate.

    • If you select "Other," the Other method field appears where you can select a different payment method. In the Reference date and Reference no. fields, enter any additional dates or codes your organization uses for tracking.

    • If you select "None," you signify that the payment method is unknown.

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

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

16. Select Save.