Recurring Donations

1. Navigate to the donor's Profile.
   • If they do not have a Donor profile designation, select Make Donor from the left-side menu.
2. Click Add Recurring Donation from the left-side menu.
3. 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
4. Click Next.
5. Select Add Credit Card from the left-side menu.
6. 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.
7. 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.