Recurring Donations

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Recurring donations can be established on both the donor interface and 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 .

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. 

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.

After receiving a failure message, the donor can click the link in the failure message to log in to their profile and do any of the following:

  • Fix the issue (which usually means updating the payment method)
  • Put the donation on hold
  • Delete the recurring donation

If a donor fixes the issue and they'd like to recover a failed donation, they can create a one-time donation for that month.

Edit Recurring Donations

An Admin can edit the recurring donation by selecting it from Recurring tab on a person's profile.

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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