To delete a recurring gift, please follow these steps:

  • Login to the Vision2 Admin Portal and navigate to Data Entry > Individuals
  • Search for the donor and click on their Name link
  • Click the Reports button on their profile
  • Click the Recurring Gifts tab
  • Click on the Information icon next to the schedule
  • Scroll all the way to the bottom of the page and click the Edit Gift button
  • In the What is the gift for? section, click the gift link to edit
  • Click the Remove Schedule button
  • Click Save & I'm Done
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