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Recurring Gifts

Adding a recurring gift

1. Search for a constituent in the Constituent field.
2. Enter an amount in the Amount field.
3. Select Email in the Inbound Channel filed.
4. Select Credit Card in the Payment Method field. 5. Select Donation in the Application field.
6. Select a designation in the Designation field. Designation = Fund
7. Select an appeal in the Appeal field.
8. Select Recurring Gift in the Revenue Type field.
9. Enter the name in the Name on Card field.
10. Select X in the Card type field.
11. Enter X in the Card number field.
12. Enter 1/X in the Expires on field.
13. Click on the Revenue Tab and click the Edit Installments button.
10. Start the payments to begin

 

SET UP A RECURRING GIFT PAYMENT BATCH

Description: For recurring gift payments and pledge payments, you can create a business process to automatically generate a revenue batch to create payment records for these transactions. You can only generate a recurring gift batch for credit cards and direct debit.

A one-time setup process to automatically generate payments for recurring gifts.
Steps:
1. Click Revenue.
2. Click EFT under Processing.
3. Click Generate payments.
4. Click Add to add a new process – this sets up the process to generate recurring transactions in a batch.
5. Enter a name in the Name field and a description in the Description field.
6. Select the appropriate values in the Generate payments for field. Note: Pledges that are paid by a credit card stored on the gift are paid using this process.
7. Check if you would like to Consolidate multiple commitments to a single payment by constituent – An example is 2 recurring gifts, different designations one credit card charge and it will split accordingly. If the constituent missed a payment will it pick up last months and charge twice. Not obvious when viewing the batch that it is a double charge.
8. Determine if you want to use a selection (query) of records to process.
9. Select date this process runs in the Default payment due on or before field.
10. Select Batch R – Recurring gift payments in the Payment batch template fields. This above setup is a one-time process.
11. Click Save. Note: The screen returns to set up screen.
12. Locate and open the process you created.
13. Click Start process, set your date and click Start.

Steps:
1. Click Revenue.
2. Click Batch entry.
3. Locate and open the batch created by the generate payments process.
4. Click Edit batch to review the batch.
5. Remove any constituents that should not be in the batch.
6. Save and close the batch.
7. The next step would be to process the credit cards, located under EFT > Credit Card Processing. We are unable to do this at this time.
8. Validate and commit the batch after processing the credit cards.

 

Recurring Gift Write-Offs

1. Access the record of the recurring gift with the installment amount to write off.
2. On the Activity tab, click the double arrows next to an installment to expand its row. From the action bar that appears, click Add a write-off.
Tip: Installments with a partial or full remaining balance display with a status of “Past due” or “Expected.” The status depends on the rules you define for a recurring gift status update business process.
Tip: When an installment is due less than five days prior to the current date, the installment is eligible to be skipped or written off. When an installment is due more than five days prior to the current date, the installment is only eligible to be written off.
3. In the Write-off date field, select the date of the write-off.
4. In the Write-off amount field, enter how much of the recurring gift to write off.
5. In the Reason code field, select the reason for the write-off.
Tip: To configure write-off installment reasons codes, from Revenue, click Reason codes under Configuration. From the Revenue tab of the Reason Codes page, under Write-off, you can work with reason codes for installment write-offs.
The new installment balance reflects the remaining amount after the write-off.
6. Click Save.
To view a timeline of details for the installment, click the double arrows next to the installment to expand its row. A read-only grid displays a row of details that reflect the state of the installment over time. Each row displays the date, activity, amount, and balance of the installment as it changes.
Tip: Once an installment has been written off, you can edit or delete the write-off using the Manage write-offs option.

Recurring Gift Tributes

In RE recurring gifts can be linked to a tribute, but in CRM only recurring gift payments can be linked to a tribute.

Currently we have active recurring gifts in RE with tributes across 8 affiliates with counts ranging from 1 to 107.  The largest counts are at MGH (107), BWH (26) and MCL (5).

The proposed solution is to flag the gifts and add a notification or review report to ensure the payments are added appropriately.  To that end we added a new gift attribute “Recurring Gift Tributee” to active recurring gifts linked to a tribute.   There is section for this in the Revenue/Revenue Data Integrity Workspace.  It pulls all recurring gift payments to a tribute with the attribute.  After entry these recurring gift payments can have the tribute added.

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