Recurring Gift Plans Ending in 90 Days

When a recurring gift plan is ending in 90 days, you can view the donor's information in the plan and contact them about extending the end date.

To view a recurring gift plan ending in 90 days and update it based on the donor's or your organization's needs:

1. From Contributions, Overview, select Contact donors with recurring gift plans that end in 90 days under Needs attention.

2. Select the plan you want to view.

3. Review the donor's contact information and contact the donor.

   • To extend the end date, select Edit end date. Change the date, then select Save.

   • To end the plan sooner without changing the date, select More actions, Complete. The plan status changes to Completed and future payments stop.

   • To end the plan when you can't reach the donor and your organization prefers to end it, select More actions, Terminate. The plan status changes to Terminated and future payments stop.

   • To let the plan end on its current end date, select Dismiss. The plan no longer appears in the list.