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.
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Kiana Wood
- Jun 19 2025
- Reviewed: Voting Open
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- +3
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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...Reviewed: Voting Open
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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.Reviewed: Voting Open
Related ideas
This would be very helpful and increase the time efficiency of our data entry team.
This would be helpful. I had a donor choose recurring but was just trying to donate one time. It would be great to easily be able to covert the recurring gift to one-time. If I can "Mark as Terminated" then I should just as easy be able to Convert.