Edit a Recurring Gift Schedule

To edit a recurring gift schedule, click the recurring gift schedule from the constituent's journal, update the schedule, and click Save.

• If a gift has been processed based on the schedule, you cannot change the Process Type, First Installment Date, or Frequency.

• To stop a recurring gift schedule, enter a stop date. After the stop date, you can't add new gifts to the schedule and scheduled gifts that are automatically processed will no longer be processed.

  If you know more about why the donor wants to stop the recurring gift, add the information to the donor's journal. For example, the donor may be moving away. Or perhaps the donor wants to continue support but has a financial hardship. In this later case, the donor may still be willing to volunteer. The donor may still want to receive emails and newsletters in order to stay in touch with your cause. It the donor has been giving for a long time, add a personal touch so that the donor remains likely to support your organization in the future.

  Then send a letter to the donor as confirmation that the recurring gifted stopped.

  • If this is a rare request, locate paper with your official letterhead and use a word processor (such as Microsoft Word) to write a letter. After you send the letter, add a journal contact to the account in eTapestry to track the communication. Copy the contents of the letter into the journal contact for future reference. Alternatively, send a one off email. Refer to Send a One-Off Email.

  • If donors frequently want to stop recurring gifts, create a communication template in eTapestry. The template should thank the donor for past support and invite them to reconnect in the future, such as at lower amount or as a volunteer. You might want a generic letter for this situation, which you can edit in special situations. To do this, you’d generate a one off letter, download it to your local computer, open it in a word processor, enter your changes for the special situation, and then send it to the donor. Copy the contents of the letter into a journal contact for future reference. Refer to Communication Templates and Generate One-Off Documents.

• To restart a recurring gift schedule, enter a new start date from the old schedule. A new schedule is created based on previous schedule.