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