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Contributions

Scheduled Gifts

Manage a contributor's scheduled gifts.

If a contributor would like to give consistently over a period of time, like a $100 tithe every Sunday, they can set up a scheduled gift that you can manage with that contributor's permission.

Edit a Contributor's Scheduled Gift

Change how a contributor's scheduled gift will recur in the future.

  • You must be an administrator to perform this task. See Responsibilities for more information.
You can edit the amount, fund, memo, end date, and payment method of a contributor's scheduled gift. You can also add a gift to another fund that recurs at the same time.
  1. At the top of any page, search an individual's name, and select it.
  2. Click the Giving tab on the individual's profile.
  3. Click the ellipsis icon beside a gift, and select Edit.
  4. Edit the fields per the contributor's request.
  5. Click Save.
  6. Enter a reason for editing the gift, and click Confirm.

Place a Contributor's Scheduled Gift on Hold

Pause a recurrence temporarily. You can reactivate it later.

  • You must be an administrator to perform this task. See Responsibilities for more information.
  1. At the top of any page, search an individual's name, and select it.
  2. Click the Giving tab on the individual's profile.
  3. Click the ellipsis icon beside a gift, then select Place On Hold.
  4. Enter a reason for placing the gift on hold, and click Confirm.

Reactivate a Contributor's Scheduled Gift

Reactivate a scheduled gift that's on hold.

  • You must be an administrator to perform this task. See Responsibilities for more information.
  1. Locate and open the contributor's profile.
  2. Click the Giving tab.
  3. Click the ellipsis icon beside a gift, then select Reactivate.
  4. Complete the fields per the contributor's request.
  5. Click Save.
  6. Enter a reason for reactivating the gift, and click Confirm.

Cancel a Contributor's Scheduled Gift

Stop a scheduled gift from recurring.

  • You must be an administrator to perform this task. See Responsibilities for more information.
When you cancel a contributor's scheduled gift, the current gift and all future gifts will never recur again.
  1. At the top of any page, search an individual's name, and select it.
  2. Click the Giving tab on the individual's profile.
  3. Click the ellipsis icon beside a gift, and select Cancel.
  4. Enter a reason for canceling the gift, and click Confirm.
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Last updated: July 17, 2024