Recurring Donations

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Recurring donations can be established on both the donor interface as well as the administrative side of Giving. Donors can use their email address to log into their profile and administer any recurring donations:

Confirmation message

After establishing a recurring donation, donors will receive a confirmation email that looks like this:

Recurring donation failures

A recurring donation may fail for a number of reasons. The account may have insufficient funds, a card might be invalid, the payment method might have been removed, or the donor's own bank may reject the transaction for some reason. Whatever the failure reason might be, the donor will be notified if there was a problem. 

After receiving a failure message, it's up to the donor to correct the issue. The system will not automatically retry the donation for the date it failed. It will, however, attempt the same donation on the next scheduled date. It's up to the donor which action they take:

  1. Fix the issue (which usually means updating the payment method)
  2. Putting the donation on hold
  3. Deleting the recurring donation

Whatever they decide to do, they're only one click away when using the link within the failure notice. Here are two examples of failure notices:

If they fix the issue and they'd like to "make up" for a failed donation, they can always do so by creating a one-time donation for that month.

Edit Recurring Donations

An Admin can edit the recurring donation by going to a person's profile or going to the Recurring Donations page and choosing the donation to edit.

Selecting the person's name will take them to their profile, where they can choose the recurring donation they'd like to edit.

Make any changes to the recurring donation, and select Submit to save the new recurring donation.

The donor will then receive an email that the recurring donation was updated:

If a recurring donation is set up and the selected Fund's visibility is changed to Admin Only, those donations will continue to be processed based on their scheduled frequency. While new recurring donations can be set up by Administrators for Admin Only Funds, they cannot be created by donors from the donor interface.

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