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:
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View details, such as the donor’s contact information and payment method.
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Edit details, such as frequency and amount for future payments.
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Remove covered fees from future payments.
To open, edit, and view the details of a recurring gift plan, select the plan’s amount from Contributions, Recurring gift plans.
Note: If you use Raiser’s Edge NXT, view recurring gifts in the web view. To learn how gifts from Blackbaud Donation Forms populate in Raiser’s Edge NXT, see Raiser’s Edge NXT Gift Overview.
View and edit a recurring gift plan’s status
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 under Related links. For more information, see Pause, Resume, or End Recurring Gift Payments.
Edit a recurring gift plan
You can edit a recurring gift plan's frequency, amount, designation, appeal, end date, and payment method for future payments. From Contributions, select Recurring gift plans under Related links. Next, find the plan and select its amount.
Tip: After you edit a recurring gift plan, the corresponding gift in your CRM automatically updates.
Enable recurring gifts on Blackbaud Donation Forms
By default, recurring gifts are available on Optimized and Standard Donation Forms. You can only make them unavailable to donors on Standard Forms.
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To turn off recurring gifts, create or edit a Standard Form. Under Get started, clear Enable recurring gifts.
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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.