Recurring Gift Plans

Recurring gift plans are the commitment a donor makes when they give a recurring gift through Blackbaud Donation Forms. The payments process automatically according to the frequency the donor chooses. When a payment processes, it appears as a recurring gift payment. You can access these plans from Contributions, Recurring gift plans.

Plan Statuses

Recurring gift plans are active by default, but their status can change to:

• On hold when a donor requests to pause payments for a while or when you want to stop payments after a payment fails. If a payment fails, contact the donor to update their payment method so you can resume payments, or change the status from On hold to Terminated or Completed.

• Completed when a donor no longer wants to continue their payments or the plan reaches its end date.

• Terminated if your organization decides to end the gift. For example, end the gift if you can't update the donor's payment method.

Tip: If a donor contacts your organization to pause their payments, from the recurring gift plan you can select Pause plan to skip up to 10 payments. If the donor wants to pause for longer, you can put the plan on hold by selecting Pause plan, Hold future payments. For more information, see Pause, Resume, or End Recurring Gift Payments.

Open a Recurring Gift Plan to View or Update It

You can open a recurring gift plan so you can review it or make changes to it from Contributions, Recurring gift plans. Select the plan's amount. From the plan, you can:

• Add or update the end date.

• Remove fee coverage for future payments.

• Update the frequency of payments.

• Add or update designations and appeals.

• Update the next payment date.

• Update the name on the card used to make the payment.

• Update the card number and expiration date.