Recurring gift modifications

Lisa Schappert

We just started using online express to process our recurring gifts. Is there a way to modify a recurring gift once it has been set up - specifically the tribute information?

Faith Murray

I'm not sure about modifications in NXT, but in database view, it is fairly easy to modify Recurring Gifts.

• If you mark your Recurring Gifts “Do Not Post” (recommended), then you can easily modify any field, including Fund and Appeal. This is useful if you have a donor who always wants to give to the “current year's appeal”.
• If your Recurring Gift s posted, you can make an Ammendment to change the financial stuff: funds, etc.
• For Tribute info, just go to the Tribute tab in the gift record. You can add or change the Tribute info there.