Ability to make amendments to Automated Recurring Gifts in bulk

We have recently come to a stumbling point in our longstanding Recurring Giving program, which needs to import roughly 1,000 amendments to automated-recurring gifts. We used to be able to do this via the Database View when the credit card recurring gifts were not yet automated, and indeed still can for those which are Direct Debit and hence process manually. This function is essential to be able to continue our large and valuable Recurring Giving program!!

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  • Feb 6 2024
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    • Jessica Kraybill commented
      02 Jan 19:21

      Agreed! And I would suggest Blackbaud find a solution that is even easier than importing new amendments every year! We migrated all our recurring gifts to webview last year. Since that time, we've made many amendments to those gifts whether it be changing the amount or something else. Now I need to do a yearly update to the campaign and I get an error that the (installment) scheduled start date cannot be before the amendment date. (That is always going to happen because the recurring gift start date by definition is going to happen before any amendment date!)

      I see no way to change the start date in DBV nor is that something you seem to be able to correct when making the amendment in WV. Please get rid of this rule that the recurring start date needs to be prior to any amendment, so that we can UPDATE amendments via an import. That would be preferrable even to importing hundreds or thousands of new amendments each year for those of us trying to update a campaign, fund or appeal.