Cancel future recurring gift payments

Tip: To refund a recurring payment or series of payments, see Refund a Transaction.

  1. Go to Fundraising, Donation Management and select the Sustaining Gifts tab.

  2. Find the donor.

    Tip: Search by entering the first few letters of the donor's last name. More information narrows the results. Ensure any Constituent ID entered matches exactly.

  3. In the Action column, select the pencil (Edit) icon.

  4. On the Sustaining Gift Details page, locate the Cancellation Information section at the bottom of the page.

  5. Select a reason for the cancellation and add a note about the cancellation in the Additional Comments box.

  6. Click Cancel Sustaining Gift at the bottom of the page.

  7. In the confirmation pop-up, click OK.