Pause, Resume, or End Recurring Gift Payments

At the request of a donor, you can skip up to 10 payments or put the plan on hold indefinitely. In Online Giving, change a recurring gift plan's status or skip payments from Contributions, Recurring gift plans.

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

  1. From a recurring gift plan, select Skip payment.

  2. Under Skip until, enter the last date to skip payments.

  3. Select Skip.

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

In Altru or Blackbaud CRM, the recurring gift's status changes to Held. The record shows installments set to be skipped and the next expected installment date.

From a recurring gift plan, select Edit status, On hold.

In Altru or Blackbaud CRM, the recurring gift's status changes to Held. The record adds 12 placeholder installments set to be skipped. When you resume payments, future installments set to be skipped are removed.

To change a recurring gift plan back to Active, from its record, select Edit status, Active. 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.

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

To end a recurring gift plan, from its record, select Edit status.

  • To end payments at the donor's request, select Complete.

  • To end payments for another reason, such as when consecutive payments fail and the donor isn't responsive, select Terminate.

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.