Add a Recurring Gift Schedule Screen

The table below explains the items on the Add a Gift Recurring Gift screen. For information about how to access this screen, see Add a recurring gift schedule.

Screen Item	Description
Final	Check Final if you do not want anyone to edit the gift after you save it. Only your administrator can edit gifts marked "Final."
Date	The Date field defaults to today's date. You can change it if necessary, but a date is required to save the gift.
Installment Amount	Enter the amount for each installment.
Non-Deductible	In the Non-Deductible field, enter the portion of this gift that is not considered tax deductible. For example, if the donor is giving a $100 gift and receiving a $20 benefit from that gift such as a T-shirt, then only $80 is considered tax deductible. In this situation, the non-deductible amount is $20. This is reflected on receipts extended to the donor.
Fund	A fund is required and reflects the purpose for which the donation will be used.
Campaign	A campaign is required if your database administrator configured campaigns as required in your database.
Approach	An approach is required if your database administrator configured approaches as required in your database.
Letter	In the Letter field, select the thank-you letter you want to use for acknowledging this gift.
Receipt	In the Receipt field, you can enter a receipt number for the gift if you wish.
Note	Enter a note if you have any additional information you want to record about the gift. Note content cannot be searched or queried on.