Enable Recurring Gift Management in Portal

To allow constituents to view and manage their recurring gifts, enable Recurring gifts. They can view their gifts that come through:

  • Donation forms

  • Constituent records, Gifts, or Home in the web view.

  • Gift records in the database view that have been converted to automated recurring gifts in the web view.

In the portal, from Giving, Recurring gifts, constituents can select Update amount to edit the:

  • Gift amount

  • Fund

  • Frequency

  • Next payment date

  • Edit and delete the end date for recurring gifts.

  • Edit the fields under Payment method.

In the portal, from Giving, Recurring gifts, constituents can select Manage recurring gift and:

  • Skip payments to pause their payments for a specific period of time.

  • Hold payments to pause their giving until they return to the portal and resume payments.

  • End payments to stop all future payments.

Note: When a donor selects End payments or Hold payments, they have the option to skip payments instead of ending or pausing their gift.

To enable recurring gift management:

  1. From Settings, Tools, select Portal features.

  2. Under Recurring gifts, select Enable feature.

    Tip: To allow constituents to make recurring gifts in the portal, enable Giving in portal and select a form with recurring gifts.

To turn off recurring gift management, select Disable feature.