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51 Vote

Ability to convert or delete recurring gifts and pledge payments

It would be helpful to be able to transfer a recurring gift payment to either another recurring gift (if applied in error to the wrong recurring gift) or apply towards a pledge. In addition, like any other gift, it should have the option to delete the gift.

  • Kiana Wood
  • Jun 19 2025
  • Reviewed: Voting Open
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  • Votes (51)
  • Merged ideas (2)
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  • 19 Vote

    Allow recurring gifts to be applied to or converted to pledges Merged

    Board Members often have automatic online recurring gifts in place already when they make their annual pledge, so there is no way to apply these towards their pledge.
    Created 05 Oct 20:31 by Guest
    Online Giving
    0 Reviewed: Voting Open
  • 6 Vote

    Allow a pledge to be set up as recurring gift Merged

    Some of our donors pledge big amounts but are able to pay in small portions. I forget to charge them each month or year, this should be an automatic process set up to charge the donor according to set up schedule. It was possible in e-Tapestry, it...
    Created 12 Aug 18:12 by Diana Litvin
    Gifts
    0 Reviewed: Voting Open
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