RE Recurring Gift Issue

Nic Carhart

I'm cleaning up donor records and have found that recurring gifts have been entered incorrectly up to now. Instead of a recurring gift record being initially entered for a donor and then subsequent monthly donations being applied to that as a Recurring Gift Pay Cash, a new recurring gift record was entered each and every month. So a donor could have dozens of recurring gifts in their gifts tab but really these are the monthly debit donation.


Is it better to amend each and every recurring gift record for the donor as completed or delete each recurring gift in the gifts tab, re-enter each as a cash gift, and then start fresh with a new recurring gift/recurring gift pay cash record?


Nic

Austen Brown

Hi Nic Carhart‍ - You will need to re-enter these gifts, as they will not appear in cash reports (dependent on the person pulling the report and that they are trying to find). Also make sure to check the recurring gift batch and change the gift type listed for debit donations so that this problem does not continue. 

Alan French

We had a similar problem a few years ago - each month a new recurring gift had been started, so a donor had a recurring gift with the first payment linked, then the next month there was a new recurring gift with the second payment linked, and so on. I still have nightmares about cleaning it up ?


We decided to delete and re-enter as it was affecting our analysis. Exported everything to Excel, worked out which payments needed to be linked to which recurring gift, did a global delete of the unneeded recurring gifts (which also deleted the linked payments) and re-imported the payments onto the correct recurring gift.