Recurring Gift Amendments

To make changes to a recurring gift, such as when a donor requests to increase their monthly gift amount, in the web view add an amendment from the gift record. Amendments let you add and track changes to a recurring gift's details over its lifetime.

Any changes you make apply to future installments; recurring gift payments that have already been processed remain unchanged.

  1. At the top of the recurring gift record, select Amend gift amount.

  2. Under Amount, enter the new amount of the gift.

    Note: The total gift amount can't be less than the Total benefit amount.

  3. Under Receipt amount, the full gift amount appears. To change how much is tax-deductible, select Change receipt amount and enter the amount.

  4. Update the campaign, fund, appeal, or package as needed. For more information, see Split Gifts.

  5. Update any soft credits or fundraiser credits as needed.

  6. Under Comments, enter any additional details about the reason for the amendment.

  7. Select Update.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

  1. At the top of the recurring gift record, select Amend gift amount.

  2. Select Include <fee amount> Donor Cover on future payments and uncheck it.

    Note: For recurring gifts with Complete Cover™, select Include <fee amount> Complete Cover on future payments

  3. Select Update.

To update a donor's credit card or direct debit details, amend the recurring gift's payment information.

Note: You can't change a recurring gift's payment method. To change the payment method from credit card to direct debit — or vice versa — terminate the existing recurring gift and then add a new one.

  1. From Payment information on the recurring gift record, select Amend.

  2. In Process with, choose a payment configuration to process the payments. For more information, see Payment Configuration Troubleshooting.

  3. Under Comments, enter any additional details about the reason for the amendment.

  4. Select Next, and then enter the donor's updated payment details.

  5. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To change a recurring gift's frequency, start date, or end date, amend its payment schedule.

  1. From Recurring gift summary on the recurring gift record, select Amend schedule.

  2. Choose the new frequency and date future payments will begin. If necessary, enter a new end date. For more information, see Recurring Gift Schedule.

    Note: When you or a donor adds an end date to a recurring gift, payments automatically stop processing after the selected date. However, the gift's status doesn't update to Completed. If you use reports or other processes that are based on gift status, we recommend you manually update the status to Completed.

  3. Under Comments, enter any additional details about the reason for the amendment.

  4. Select Update.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

After you amend a gift, details about what changed appear under Recurring gift history on its record. For more information, see Recurring Gifts.

Admins! To help your organization control who can amend a recurring gift, manage access from the database view.

  1. From the database view, in Administration, select Security.

  2. In the Security list, open the group.

  3. Under Group Privileges, select Records, and then Options.

  4. Under Record Types, select Gifts.

  5. Under Miscellaneous Gifts Options, select Amend Recurring Gifts.

  6. Select OK, and then Save and Close.

Tip: If a recurring gift has an installment pending in a retry cycle, the amendment applies to the next scheduled installment. For more information, see Payment Installment Status.

Note: You can only amend recurring gifts that process automatically. You can't amend a recurring gift if it's Terminated, Completed, or has an installment scheduled on the current date.