- Navigate to the donor's Profile.
- If they do not have a Donor profile designation, select Make Donor from the left-side menu.
- Click Add Recurring Donation from the left-side menu.
- In the Add Recurring Donation window, complete all applicable fields (* = required):
- Anonymous - check the box if the donor wants to remain anonymous to fund advisors in the Donor Portal.
- Amount*
- Description*
- Start Date* - this is the date when the donor want's their recurring gift to start.
- End Date* - this is the date when the donor wants their recurring gift to end.
- Donation Interval*
- Apply To Spendable - check the box to apply the recurring donation to your spendable balance.
- Destination Fund*
- Campaign
- Click Next.
- Select Add Credit Card from the left-side menu.
- Click the blue Enter Creditcard Information button in the upper-left corner of the screen.
- Enter the Donor's credit card information and click Save Card.
- Click Post from the left-side menu.
- This will save the Donor's credit card information in Stripe.
- Error messages during positing are usually due to:
- No email (or incorrect email) on the Donors Profile.
- An issue with the credit card on file.
Note:
- If the donor has a valid email address listed in their profile, CommunitySuite will automatically send a tax receipt when a recurring donation is processed.
- The recurring donation will run (but not post) automatically based on the start date and donation interval.
- The Donor Record contains a link (next to the Saved Credit Card field) that will redirect you to the donor's credit card transactions within Stripe.
- To enable recurring donations for the Online Donations page, check the box next to Public Recurring Donations within System Data.
- Edit a recurring donation to split the total amount from each donation among different funds, change or add a campaign, and set the next date that a donation with process.