Recurring Gift Schedule

Recurring gifts process at regular intervals of the donor's choosing. Setting a schedule for a recurring gift requires establishing a frequency for future recurring gift payments made by the donor. When adding a gift in web view from Home, Fundraising, or a constituent's record, select Gift type, Recurring gift. For more information, see Recurring Gifts.

To set the recurring gift schedule of a recurring gift you are adding in web view, select Edit schedule, Frequency, and select the date recurring gift payments will begin. You can select an end date for the gift if necessary, such as to ease a donor’s concerns about the length of giving.

  • Weekly, Every two weeks, or Every four weeks — Payments are processed every seven, 14, or 28 days.

    Note: Every two weeks equals 24 payments a year.

  • Monthly – Payment is processed once a month from the day of the initial payment. If the initial payment date is the 31st of the month, subsequent payments will occur on the last available day of the subsequent months.

  • Quarterly, or Every six months — Payments are processed every three or six months.

    Note: Every six months is displayed as Semi-Annually in database view.

  • Annually — Payments are processed on the same date each year. If the date isn't available, such as during a leap year, the payment occurs on the prior available date.

When adding a recurring gift, the donor can make an additional recurring gift payment while you enter the gift information by selecting Process additional payment now. The additional payment processes immediately, and the next payment will process on the start date established in the recurring gift schedule.

Tip: Process additional payment now displays if the gift date is equal to or prior to today, and the first scheduled installment is in the future. The date of the additional payment does not need to follow the schedule for future recurring gift payments.

Note: A recurring gift payment that is processed immediately will appear as the First payment of the recurring gift in Recurring gift summary and a recurring gift payment in Giving history.