Edit Sustaining Gifts

Updated March 2025

You can modify credit card, bank information, and billing address information for a recurring donor.

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.

    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.

 

To modify a sustaining gift's billing information:

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

  2. Find the donor. 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. You can also search by constituent 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.

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

  4. Update information for:

    1. Select Enter New Credit Card.

      Enter a New Credit Card for sustaining donor

    2. Select Update Billing Information.

      Sustainer credit card update billing info

    3. Complete the fields in the classic Blackbaud Checkout modal.

    1. Select Enter New Bank Account.

      Enter new bank account for Direct Debit

    2. Select Update Billing Information.

    3. Complete the fields in the classic Blackbaud Checkout modal

    4. Select Update account.

    1. Select Modify Gift Amount.

    2. Enter the New Amount.

    3. Select Finish.

    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.

    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.

    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.

    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.