Using Recurring Gift & Recurring Gift-Pay-Cash in RE & FE
Hello all!
I hope all is well. Can any one explain best practice when using Recurring Gift & Recurring Gift Pay Cash in RE & FE? Just became a member of a development team that uses pledge for Recurring Gifts. They way they know that the gift is a recurring gift is they type it into the gift reference. Shouldn't recurring gift & recurring gift pay cash be used for recurring gifts? Does it mean something isn't set up right in FE/FE NXT? Please advise
Thanks for the responses. Take care and have a good day!
Thanks!
Lanetta
I hope all is well. Can any one explain best practice when using Recurring Gift & Recurring Gift Pay Cash in RE & FE? Just became a member of a development team that uses pledge for Recurring Gifts. They way they know that the gift is a recurring gift is they type it into the gift reference. Shouldn't recurring gift & recurring gift pay cash be used for recurring gifts? Does it mean something isn't set up right in FE/FE NXT? Please advise
Thanks for the responses. Take care and have a good day!
Thanks!
Lanetta
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Comments
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How pledge vs. recurring gift is defined will vary from org to org. At my previous org if commitment was for a certain amount it was a pledge. If it was open-ended to continue indefinitely, it was a recurring gift. (I'm still determining how the two are defined at new org.) So how are the two defined by your org? Both can have regular scheduled payments.
I would agree that noting that in the gift reference might not be the best practice.3
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