How to update Auto-Donations to include changes made to a fund
After changes are made to any aspect of a fund, the Auto-Donations for that fund will need to updated to include the newly added information.
To update the Fund information on an Auto-Donation or Scheduled Gift please do the following:
1.) Go to the "Auto-Donations" report in your Control Panel.
2.) Look for Auto-Donations that are tied to the fund you've made changes to. Choose one and hit the "Action" button.
3.) From the drop-down menu choose the option for "Edit Fund/Amount". This will bring up an edit window for the Auto-Donation.
4.) When a change has been made to a fund that has broken the link between the Auto-Donation and the fund, you will see a message like this.
5.) To resolve it, choose the correct fund for the donation from the "Fund Name" dropdown and hit "Save" to update the Auto-Donation.
6.) Once the Gift has been updated, you will see a confirmation like this.
Your scheduled gift for the updated fund will now process correctly.