Recurring Gifts

Recurring gifts are gifts paid at regular intervals, such as a monthly gift of $50. Recurring gifts received through Blackbaud Donation Forms process automatically according to the frequency the donor chooses.

After a donation form submits a recurring gift, the commitment appears in Contributions as a recurring gift plan. When the payment processes, the payment appears as a recurring gift payment.

From a recurring gift plan, you can:

To open, edit, and view the details of a recurring gift plan, select the plan’s amount from Contributions, Recurring gift plans.

Recurring gift plans are active by default. However, you may have reason to temporarily pause or permanently stop processing payments for a donor, such as when a payment fails. To view and edit a recurring gift plan, from Contributions, select Recurring gift plans. For more information, see Pause, Resume, or End Recurring Gift Payments.

You can edit a recurring gift plan's frequency, amount, designation, appeal, end date, and payment method for future payments. From Contributions, Recurring gift plans, find the plan and select its amount.

Tip: After you edit a recurring gift plan, the corresponding gift in your CRM automatically updates.

By default, recurring gifts are automatically available on Optimized and Standard Donation Forms. You can only make them unavailable to donors on Standard Forms.

  • To turn off recurring gifts, create or edit a Standard Form. Under Get started, clear Enable recurring gifts.

  • To let donors choose an end date for their recurring gifts, create or edit a Standard Form. Under Form, from the gift options on the form, select Click to edit. From Recurring, select Enable recurring gift end date. Save the form.

    Note: When a recurring gift plan reaches its end date, its status changes to Completed.