PSG Reports - Recurring Gifts: How to disable or delete a donor's recurring gift

How to disable or delete a donor's recurring gift 

  1. Click Reports → Recurring Gifts 
  2. Search for the donor by name.  We recommend starting your search with the donor’s last name and then refining your search further if needed.
    • Enter the donor’s last name
    • Click Search.  If you have too many results, add their first name and click Search to further refine your results.
    • Locate your donor’s recurring transaction then click on the Action drop-down.
  3. From the Action ellipses menu, select End Recurring.
  4. Check the Check-box for "I Understand" → End Recurring
    • Note: A recurring gift cannot be suspended. The gift would need to be canceled then a new gift created.


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