Recurring donations (monthly, quarterly, etc.) provide reliable support and are worth tracking carefully.
Viewing a recurring gift
- Locate the original donation or the recurring commitment record.
- Review the schedule (frequency), next expected payment date, and history of payments received.
Making changes
To stop, pause, or change the amount of a recurring donation, follow your organization's process. This usually involves:
- Updating the record in HelpOne
- Coordinating with the payment processor if needed
- Notifying the donor of the change
Keeping recurring donations accurate supports forecasting and good donor relations.
