Recurring Gift Amendments

Amendments let you add and track changes to a recurring gift's details over its lifetime.

  • To make changes to the gift amount, appeal, campaign, fund, fee coverage, and fundraiser credit details in the web view, select Amend gift amount on the recurring gift.

  • To make changes to payment information, select Amend under Payment information on the recurring gift.

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

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

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.