Sustaining (Recurring) Gifts

A sustaining gift (also referred to as a recurring gift) is a donation with multiple ongoing payments made at defined intervals that may or may not have an end date.

To offer this option, a donation form must use one of the following patterns:

• Flexible Sustainer Donation Level: Donors can give a specific amount over a set period, ending on a specific date

• Flexible Designated Giving Donation Level: Donors can give a specific amount over a set period, designating a specific entity as the beneficiary

• Forever Sustainer Donation Level: Donors can give a specific amount with no end date set.

• Installment Plan Donation Level: Donors can specify a total gift amount and arrange equal payments toward that amount

Edit Sustaining Gifts

Administrators can modify recurring gift details, process a skip payment request, or cancel gifts from the Transaction tab of the donor's constituent profile or the Sustaining Gift Details tab in Donation Management.

Donors can edit their recurring gifts directly in their Gift Service Center after their initial payment is processed.

You can:

• Change the donor, reassigning both future and past payments to the new donor

• Unassign recurring gifts supporting a TeamRaiser participant, team, or Personal Fundraising champions, directing them to the overall donation campaign

• Change the soft credit recipient for all past and future payments

• Refund or cancel a payment within a recurring gift series without canceling future payments

  Note: Cancel a gift completely or refund the first (seed) payment to stop all future payments.

To find a recurring gift, search by constituent name, ID, or gift status (active, postponed, or lapsed). For failing gifts, enter the date of or time before the last successful payment. Searching by Constituent ID overrides other search fields.

Warning: If your Luminate Online site syncronizes with a CRM, you can't change the duration of an existing sustaining gift from Forever to Fixed Number of Future Payments or vice versa. To change duration, cancel the gift and create a new one with the desired duration.

Tip: Refunded gifts do not appear in the Transaction tab of the constituent record, but you can find them in the Refund Report in Reports Classic.