Now Available: Set Recurring Processing Dates in Standard Donation Forms

Mike Simmons

Exciting news for Blackbaud CRM™ users of Blackbaud’s Standard Donation Forms! A new feature has been introduced, enabling organizations to set recurring gift processing dates, offering greater control and flexibility for both donors and administrators.

What’s changing?

Previously, recurring gifts were processed automatically on the date the donor selected, which remains a best practice for donor ease. However, feedback from customers indicated that this potentially put more strain on gift processors who may have business processes built around managing recurring gifts just one or two days a month.

This update introduces the ability to predefine up to two specific processing dates each month. Administrators can now configure these options through the Standard Form designer. Whether choosing one day or two, these settings align with an organization's unique scheduling needs.

How does it work?

If a donor selects a day that falls on a weekend or a date like the 30th or 31st that doesn’t occur every month, the system ensures the gift is processed on the next available business day. This seamless automation removes any guesswork and simplifies the process for everyone involved.

The feature is available for recurring gifts with monthly, quarterly, or annual frequencies. When donors preview their options, the form dynamically updates to show the next four available start dates based on the new settings.

How can it help me?

This enhancement not only streamlines recurring gift management but also caters to organizations with specific business processes around gift processing dates. It’s a step toward making the giving process more efficient and donor-friendly. Additionally, this functionality is expected to extend to pledges later this year, further broadening its impact.

With this release, Blackbaud CRM continues to empower organizations by making it easier to manage and optimize donor contributions. Be sure to explore this new feature and see how it can benefit your team and supporters!