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 from Contributions, Recurring gift plans.

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

Skip Payments

To skip up to 10 recurring gift payments at a donor's request:

  1. From Contributions, Recurring gift plans, select the plan's amount.

  2. Select Pause plan.

  3. Select Skip until future date and enter the last date to skip payments.

  4. Select Skip.

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

Note: If you skip the last payment before a recurring gift plan's end date, you can terminate the plan.

Tip: In Blackbaud CRM and Altru, the recurring gift's status changes to Held. The record shows installments to be skipped and the next expected nstallment 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:

  1. From Contributions, Recurring gift plans, select the plan's amount.

  2. Select Pause plan.

  3. Select Hold future payments.

  4. Select Hold.

Tip: In 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 Contributions, Recurring gift plans, select the plan's amount.

  • If the plan has skipped payments, select Edit skip. Next, select Resume.

  • If the plan is on hold, select Edit hold. Next, select Resume.

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 and 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 wants to make payments or when your organization is ready to end the plan. From Contributions, Recurring gift plans, select the plan's amount.

  • To end the plan and stop all future payments at the donor's request, 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, 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 it.