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How do I edit a donor's recurring gift in the admin portal?
How do I edit a donor's recurring gift in the admin portal?

Steps to edit a recurring gift in the admin portal

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

These steps will walk you through editing all areas of a recurring gift in the V2 admin portal. Please note: you may be required to re-enter the payment information when making changes to a recurring gift. This is to protect the donor and cannot be bypassed.

Search for the recurring gift

  • Click the Data Entry tab

  • Click the Recurring Gifts link from the Giving menu on the left-hand side

  • Click the Use Simple Search button

  • Type the donor name and click the Search button

  • In the returned results list, click the Information button (blue circle with white i in the middle) to the left of the donor name

  • Scroll down to the bottom of the page and click the Edit Gift button

Change gift details or schedule

  • Click the link in the What is the gift for? section

  • To change the designation: click the Change Designation button, search for and select the new designation

  • To change the donation amount: type the new dollar amount in the Gift Amount text box

  • To change schedule recurrence (weekly, monthly, etc.): click on the This will repeat drop-down box and select the new recurrence

  • To change the next recurrence date: type the date in the starting on box

  • To delete the schedule: click the Remove Schedule button

  • Click the Add Note + button to add a note related to the schedule change

  • Click the Save & I’m Done button when finished

Change the funding method

  • Click the Add Payment link in the Additional Funding section

  • Scroll up and click the gift link in the What is the gift for? section

  • Click the purple button to zero out Payment to Apply Today

  • Scroll down to the funding section and click Credit Card or Bank Account. Complete the fields

  • If the billing address is different from the profile primary address, un-check the Use the primary address check box and complete the billing address fields

  • Verify the How much should be charged box shows 0.00

  • Click the Add Note + button to add a note related to the schedule change

  • Click the Save & I’m Done button

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