You can setup a future gift or a recurring gift schedule on behalf of a donor by following these steps in the admin portal:
Click on the Data Entry tab
Under the Giving menu click the Plus Sign (+) to the right of the Gifts link
Click on the Source drop-down list, to select the source
Verify the Site/Campus, Gift Date, and Channel are correct for this gift
In the Gift From? section select An Individual, An Organization, or Anonymous
For individuals or organizations, start typing the name or other contact information and potential matching profiles will populate on the right-hand side of the screen
If this is an existing donor: click Select under the name of the individual or organization
If this is a new donor: complete the remaining Profile Information fields. The new profile will be created once the gift is saved
In the What is the gift for? Section, click the Add Designation + button
Click the Designation drop-down list and then click the designation the donor wishes to support
In the Gift Amount text box, enter the dollar amount for the donation
For split gifts: use the Add Designation + button to add any remaining designations and dollar amounts for this gift
Click the Add Schedule button under the Gift Amount text box
One-time gift for a future date: Select Once and enter the date to process
Recurring gift: Select the recurrence pattern (monthly, weekly, etc.), set the day of the week (if selecting weekly or bi-weekly), and set the date to start. You can also add an end date if the donor wishes by clicking the Add End Date button
Or
Please note: if the donor does not want a donation to process today, you will need to click the purple edit button to remove the Payment to Apply Today.
In the Funding provided by section, click Credit Card or Bank Account
Credit Cards: require card number, month and year of expiration, and billing address. Please note: 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
Bank Accounts require bank name, routing number, account number, account type (checking, savings, or unknown)
You can add a gift note by clicking the Add Note+ button
When ready to process the payment or save the future scheduled/recurring gift, click the Save & I’m Done button