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.
- At the top of any page, search an individual's name, and select it.
- Click the Giving tab on the individual's profile.
- Click beside a gift, and select Edit.
- Edit the fields per the contributor's request.
- Click Save.
- 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.
- At the top of any page, search an individual's name, and select it.
- Click the Giving tab on the individual's profile.
- Click beside a gift, then select Place On Hold.
- 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.
- Locate and open the contributor's profile.
- Click the Giving tab.
- Click beside a gift, then select Reactivate.
- Complete the fields per the contributor's request.
- Click Save.
- 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.
- At the top of any page, search an individual's name, and select it.
- Click the Giving tab on the individual's profile.
- Click beside a gift, and select Cancel.
- Enter a reason for canceling the gift, and click Confirm.