A Recurring Gift has a number of moving parts. Regularly reviewing the details Recurring Gift schedules helps you communicate proactively with donors and reduce payment issues. The Recurring Gift record gives you a full picture of Gift history, current status, and available actions supporting stronger donor retention.
Overview
Access Recurring Gift details from either of the following locations:
- Navigate to Gifts and select the Recurring Gifts tab at the top. Find and view the specific donor's schedule.
- Search for the specific donor, and, on their record, select the Recurring Gifts tab.
At a glance, you can see:
- Recurring Gift Amount
- Recurring Gift Frequency
- Recurring Gift Status flag (see definitions below)
- Number of Cycles Completed
- Next Charge Date
- Project Designation
Recurring Gift Statuses
Find the status of the Recurring Gift schedule in the top right.
The statuses include:
- Active: The most recent payment attempt was successful and queued for next run date.
- Cancelled: The Recurring Gift has been cancelled by either the Donor or Virtuous Raise User. No future Payments will be processed.
- Retrying: The Recurring Gift payment failed to charge and will automatically retry–multiple times.
- Suspended: The schedule has received an immediate suspend OR has failed to charge 12 times and all automatic charges are paused. This comes directly from the gateway, not from a manual action in Raise.
- Lapsed: Raise's nightly sync determined that the payment's scheduled charge date passed more than 2 days ago with no successful or pending payment recorded since. Unlike Suspended, this is detected internally, which means the payment quietly stopped charging and wasn't recovered. Raise will not attempt to retry these payments.
Recurring Gift Timeline
The Recurring Gift timeline provides a complete audit trail for the gift record.
Use it to review:
- All modifications made to a Recurring Gift, including the user who executed the update along with the date and time of the modification.
- A complete history of all payments, including any failed charge attempts.
Charging Missed Payments
If a Recurring Gift payment has failed, the option to Charge Missed Payments will be enabled on the right side of the screen.
Note: Before charging any missed payments, be sure to review the failure details and remedy any Payment Method issues before attempting to process Recurring Gift Payments. For a detailed explanation of what happens when a Recurring charge fails, check out this Support Article.
To manually retry the payment method, select Charge Missed Payments.
A confirmation message will appear. Select Charge $X now to complete the action.
To modify or end the Recurring Gift schedule, read this support article.
CRM Information
For organizations integrated with Virtuous CRM+, the CRM Information section in the bottom-right displays real-time details of how the Recurring Gift is recorded in CRM+
Note: This section is only visible to organizations that have an active Virtuous CRM+ integration AND also the user must have at least “View” Permissions on Donors, Transactions & Reports.
The section displays five data points pulled directly from Virtuous CRM+:
- CRM ID: The unique identifier assigned to this recurring gift in CRM+.
- Frequency: How often the Gift recurs, as recorded in CRM+.
- Amount: The Gift Amount on record in CRM+.
- Status: The current status of the gift in CRM+ (e.g., UpToDate).
- Next Charge Date: The next scheduled charge date recorded in CRM.
If any of these values don't match what Raise has on record, the field is indicated in red. This makes it easy to spot data discrepancies between the two systems without cross-referencing manually.
What Happens If the Gift Hasn't Synced Yet
If the recurring gift exists in Raise but hasn't been sent to CRM+ yet, the CRM Information section will still appear with a notice indicating the Gift hasn't synced. The data fields won't be populated until after the first successful sync.
Resend to CRM
The Resend to CRM button lets users manually push the latest Gift data to Virtuous CRM+ on demand, without waiting for the next scheduled sync. Once selected, the Gift is queued for sync, and a success or error message confirms the outcome. The updates will push to the CRM+ Import Tool and require importing the following day.
Note: Resend to CRM is only available to users with at least “View and Edit” Permissions on Donors, Transactions & Reports. Users with view-only access will see the section but the button will be disabled.