Recurring Gifts

Recurring gifts are gifts paid at regular intervals, such as a monthly gift of $50. Recurring gifts received through Blackbaud Donation Forms in Online Giving process automatically according to the frequency the donor chooses.

After a donation form receives 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:

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.

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 change a plan's status, open it from Contributions, Recurring gift plans. Select Edit status.

  • On hold to pause automatic payments after a payment fails or when a donor request, s to stop payments for a while. If a payment fails, you should 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 wishes to continue their payments.

  • Terminated if your organization decides to end the gift. For example, you may want to end the gift if you are unable to update the donor’s payment method.

    Note: If a donor contacts your organization to pause their plan, from the recurring gift plan, you can select Skip payment to skip up to ten payments. If the donor would like to pause the plan for longer, you can put it on hold from Edit status. To learn more, see .

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.

By default, recurring gifts are available on Optimized and Standard Donation Forms. You can only make them unavailable to donors on Standard Forms.

  • To turn off recurring gifts, create or edit a Standard Form. Under Get started, clear Enable recurring gifts.

  • 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.