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.

  • Navigate to Data Entry > Giving > Recurring Gifts
  • Using simple search, search for the donor name
  • Click the information button (blue circle with white i in the middle) to the left of the donor name
  • Scroll down and click the Edit Gift button
  •  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

To 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 complete payment method information
  • Verify the the How much should be charged box shows 0
  • If the billing address is different from the profile primary address, un-check the Use the primary address check box and complete the fields
  • 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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