We set up a new fund. After several months the fund advisors decided not to use the fund. One of our donors had set up a future recurring gift to that fund. How do I cancel that gift so it does not process and pay out? Thanks.
@Anne Swearingin: We set up a new fund. After several months the fund advisors decided not to use the fund. One of our donors had set up a future recurring gift to that fund. How do I cancel that gift so it does not process and pay out? Thanks.
@Anne Swearingin:
I would recommend reaching out and explaining the situation to the donor. A gift officer should probably do it, since it is a great stewardship touchpoint. See if they are interested in supporting another area of your organization rather than just canceling the gift.
@Anne Swearingin After doing what @Karen Diener recommended, you or system admin should be able to delete or amend to $0 (depending on you org procedures - I recommend amending) if they choose not to move gift elsewhere.
@Karen DienerThank you. I will try that.
@Karen DienerWe have contacted the donor. Thank you
