Pause, Resume, or End Recurring Gift Payments

At the request of a donor, you can skip up to ten payments or put the plan on hold indefinitely from Contributions, Recurring gift plans.

Note: If you use Raiser's Edge NXT, see Recurring Gift Status instead.

Skip payments

To skip up to ten recurring gift payments at a donor's request:

From Contributions, select Recurring gift plans under Related links.
To open the plan, select the amount.
Select Pause plan.
Select Skip until future date and enter the last date to skip payments.
Select Skip.

Online Giving places the recurring gift plan on hold, and payments to be skipped appear under Skipped payments. Payments automatically resume after the last skip date.

Tip: In Blackbaud CRM or Altru, the recurring gift's status changes to Held. The record shows installments to be skipped and the next expected installment date. In Online Giving, the plan's status is On hold.

Pause payments indefinitely

To pause recurring gift payments indefinitely at a donor's request:

From Contributions, select Recurring gift plans under Related links.
To open the plan, select the amount.
Select Pause plan.
Select Hold future payments.
Select Hold.

Tip: IIn Blackbaud CRM or Altru, the recurring gift's status changes to Held. The record adds 12 placeholder installments set to be skipped. When you resume payments, future installments to be skipped are removed. In Online Giving, the plan's status is On hold.

Resume payments

You can change a recurring gift plan back to Active so payments resume, from the recurring gift plan record.

From a recurring gift plan with skipped payments, select Edit skip. Next, select Resume and update.
From a recurring gift plan on hold, select Edit hold. Next, select Resume and update.

Under Recent activity, you can view how many payments were skipped while the plan was on hold. Under Gift summary, you can view the next payment date.

Tip: In Blackbaud CRM or Altru, the recurring gift's status returns to Active. Future installments to be skipped are removed, and the next expected installment reflects the next payment date.

End payments

You can end a recurring gift plan when the donor no longer wishes to make payments or when your organization is ready to end the plan.

To end the plan and stop all future payments at the donor's request, from the recurring gift plan select Edit status, Completed.
To end the plan and stop all future payments for another reason, such as when consecutive payments fail and the donor isn't responsive, from the recurring gift plan, select Edit status, Terminated.
To end the plan on a future date, from Gift summary, select Add end date. Next, enter the date the donor chooses to end their plan.

Tip: From Contributions, you can quickly access a list of recurring gift plans that have been on hold for more than 90 days. To prevent revenue loss, review the list regularly and contact donors to reactivate or cancel the recurring gift plan.