Dive into your Auto-Donations report to:

  • Filter Recurring Gifts by Processing Status or Period/Frequency
  • View Recurring Gift Details
  • Edit Recurring Gifts (Change fund designation, adjust gift amount, update payment profile)

Access Auto-Donations 

Navigate to your manager dashboard. Hover your cursor over Reports and select Auto-Donations.

Filter Recurring Gifts

Use the dropdown menus on the right side of your Auto-Donations page to drill down recurring gifts by processing Status (Successful, Declined, Expired Card, Error, Not Yet Started) or Period/Frequency (Weekly, Biweekly, Monthly, Twice a Month).

View Recurring Gift Details 

Within a specific recurring gift’s row, click Action and select More Info to view details, like giver info, Payment info, Fund designation, Comments, Status, Frequency, Installments, Start/end date, etc.

Edit Recurring Gift 

Within a specific recurring gift’s row, click Action and select Edit Funds/Amts to change the fund designation or adjust the amount of their gift. 

Disable Recurring Gift 

Within a specific recurring gift’s row, click Action and select Disable to stop the gift from processing.

Did this answer your question?