Recurring Gift Plan Forecast

The Recurring gift plan forecast chart in Contributions, shows the impact of recurring gifts starting from the past three months. It includes estimates of the future performance and potential revenue for plans with an active status and those with skipped payments.

Tip: To improve your estimated future performance and revenue, complete the tasks under Recommend Actions.

To view how the recurring gift plans are performing for the year, under Summary, you can see the:

• Total amount raised from recurring gift plans to date

• Estimated projected amount raised over the next 12 months

• Additional estimated amount raised after completing the recommended actions