Recurring Gift not being a 'gift type' but instead separate location on constituent record

If someone has been a recurring donor for years, it's tedious to click through gifts to finally find the initial 'gift entry' where recurring gift details need to be edited. Further, why is 'recurring gift' a gift type? It shows up in many reports, and unfortunately filtering it out from a query sometimes also removes all 'recurring gift-payment' gift types as well (even when those are explicitly left in). It would be far more convenient for the donor's recurring gift to have a separate (and easily accessible) place on their constituent record to update recurring gift details.

  • Stephanie A
  • Feb 28 2025
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