Administrator Sustaining Gift Updates

Modify recurring gift details, process skip payment requests, or cancel gifts from Transaction under a donor's constituent profile or from Sustaining Gift Details under Donation Management.

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

Get started with sustaining gift updates

1. Go to Fundraising, Donation Management, and Sustaining Gifts.

2. Search for a donor or gifts by constituent name, id, gift status, etc.

3. Select Edit .

Update credit card information

1. Select Enter New Credit Card.

2. Select Update Billing Information.

3. Save changes.

Update direct debit information

1. Select Enter New Bank Account.

2. Select Update Billing Information.

3. Save changes.

Update sustaining gift amount

1. Select Modify Gift Amount.

2. Enter the New Amount.

3. Select Finish.

Update sustaining gift duration

1. Select Modify Gift Duration.

2. Select either Forever or Fixed Number of Payments.

3. Enter the number of future payments in the field displayed.

4. Select Finish.

Update sustaining gift payment date

1. Select Modify Gift Date.

2. Change the date.

3. Select Finish.

Tip: To prevent sustaining gifts from lapsing, the Credit Card Updater service automatically reissues credit card information for credit cards that have changed due to expiration or reissue.

Note: If your Luminate Online instance is synchronized 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 gift duration, cancel the existing gift and create a new one with the desired duration.