Adding a limit to a recurring plan
Recurring plans are a valuable source of consistent support for non-profit organizations. However, sometimes organizations need a recurring plan to end after a specific date, total amount, or number of installments.
Admin users: adding a limit
Users with permission to manage recurring plans can add limits from the Dashboard:
- Go to Recurring.
- Open the recurring plan you want to update.
- Click Edit payment details.
- Set one or more limits:
- End date — the date when the plan should stop.
- Max plan amount — the total amount the plan can reach.
- Max plan installments — the maximum number of installments.
- Save your changes.
When any limit is reached, the recurring plan automatically completes.
Related articles
A recurring donation plan can be managed and canceled by organization users through the Dashboard or by supporters directly through the Donor Portal.
Prerequisites
Before starting the cancellation process,
This guide explains how to update a supporter’s email address and outlines important rules that apply to supporter records.
Important Notes
A supporter’s email address is their unique identifier in Fundraise
Supporters can access their Donor Portal at any time to view their giving history, manage recurring donations, download receipts, and update their personal information. Supporters can log in in two ways
For organization admins using the Fundraise Up Dashboard, a supporter’s Mailing address on the Supporter record cannot be edited directly. In the Dashboard, this field is derived from the supporter’s most