Adding a Limit to a Recurring Donation Plan
Recurring donations are a valuable source of consistent support for non-profit organizations. However, sometimes donors or organizations may want to set an end date for a recurring donation plan. The ability to add limits depends on the user's role in the fundraising process: admin users of the organization or supporters.
Admin Users: Adding a Limit
As an Organization Administrator user of an organization, you have the capability to add a limit to a recurring donation plan. There are options:
- Set a Maximum Amount:
- Open the record of the recurring donation in the Fundraise Up Dashboard.
- Navigate to the "Edit payment details" section of the donation's settings.
- Specify a maximum total amount for the recurring donation.
- Once the total donated amount reaches the specified maximum, the recurring plan will automatically end.
- Set a Maximum Number of Installments:
- Follow the same steps as above to access the "Edit payment details" section.
- Instead of setting a maximum amount, specify the maximum number of installments for the recurring plan.
- The recurring donation will continue until the specified number of installments is reached.
- Specify an End Date:
- In the "Edit payment details" section, look for the option to set an end date.
- Choose a specific date on which the recurring donation should automatically end.
Supporters: Managing Recurring Plans
Supporters have control over their recurring donation plans through the Donor Portal. They can perform the following actions:
- Change Donation Amount:
- Supporters can modify the amount they contribute in each installment of the recurring donation.
- Update Payment Method:
- Supporters can update the payment method associated with their recurring plan, such as switching from a credit card to a bank account.
- Modify Payment Date:
- Supporters can change the date on which the recurring donation is processed each period (e.g., monthly, quarterly).
- Skip Installments:
- If needed, supporters can choose to skip one or several installments of their recurring donation.
- Cancel the Recurring Plan:
- Supporters can cancel their recurring donations through the Donor Portal if the organization has enabled this option in their account settings.