Update recurring donations

Caitlin Doran

Hell Bb Community,


I have a donor whose recurring donation has not been processing because the card is expired. 

Not only does this donor want to update her card information, she wants to update the gift schedule (annual becomes monthly), and the amount ($50 becomes $25).


I unsuccessfully tried to update another donor's recurring donation last week. It was a similar situation (update card, schedule, and amount), and his card was mistakenly charged three times. 

What is the order of operations for updating a recurring donation? I was advised to first stop the schedule of the expired card, then "add" a new recurring gift, but I'm hesitant to do that now!


Help is appreciated!

Caitlin

PATRICIA ALDRICH

I, too, would add a stop date to the existing recurring donation and then enter a new recurring donation. Interested to hear how others would approach this.

Trish Aldrich, Ipswich River