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Editing a Recurring Donation

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Editing a Recurring Donation will not update previously created gifts associated to the recurring donation with those edits being made. Only the future gifts created from the recurring donation will contain the edits. If the edits being made within the recurring donation are required to be made retro-active to the existing gifts, those edits will need to be made directly within each gift's donation record.

  1. Open the Recurring Donation window.

    Click here to learn how to access this window.

    Recurring Donation Templates List

  2. Click on the recurring donation you want to edit.
  3. Click the Open button.

    The recurring donation detail window will open. Click here to learn more about this window.

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