View and Edit a Recurring Gift Plan

You can view a recurring gift plan and edit its frequency, amount, designation, appeal, end date, and payment method for future payments. From Contributions, Recurring gift plans, find the plan and select its amount.

Note: When a recurring gift plan reaches its end date, its status changes to Completed.

Tip: After you edit a recurring gift plan, the corresponding gift in your CRM automatically updates.

Recurring gift plans are active by default. You can pause, resume, or end recurring gift payments for a donor, such as when a payment fails.