PSG Reports - Recurring Gifts: How to update recurring gifts broken by changes to a fund

How to update recurring gifts broken by changes to a fund

When changes are made to the name of a fund, the Recurring Gifts for that fund will need to be updated to include the newly added fund name as follows:

  1. Go to the Recurring Gifts report in your Control Panel.
    NavPain_Reports_RecurringGifts.png

  2. Look for Recurring Gifts that are tied to the updated fund. 
    • Choose one and click the Action button; then select Modify.
    • When a fund change has broken the link between the Recurring Gift and the fund, you must choose a new, active fund so that the gift can continue to process correctly.
      Action_Elipses___Modify___New_Fund.png
  3. To resolve it, choose the correct fund for the donation from the Fund Name dropdown and click Save to update the Recurring Gift.
    Action___Modify___Choose-New-Fund.png
  4. Once the Gift has been updated, you will see a confirmation like this at the bottom of the page.
    recurring_gift_successfully_updated_message_on_screen.png
  5. Any donations in Sync Errors due to a fund name change will need to be manually posted.

    Your scheduled gift for the newly updated fund will now process correctly.

 


Related Articles

How to View/Edit Funds

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.