Recurring Gift

Represented by Gift Transactions, Gift Commitment, Gift Commitment Schedule, and Payment Instrument

Definition:

  • Repeating gift with a set schedule
  • Often comes in via an external donation platform
  • Same payment amount every time, though payment could be increased or decreased by the donor at some point
  • Generally open-ended - the donations continue to come in until the donor cancels or the credit card expires/is declined

Examples:

  • Automatic credit card charge through a donation platform for the same amount each month
  • Donor sends in a check every month
  • Regular scheduled donation via a Donor Advised Fund (DAF)

Not using Opportunity because:

  • Tracking solicitation is not necessary

Prerequisites for Salesforce Admin:

Prerequisites for End User:

Best Practices:

  • Check if your donation platform creates Gift Commitments and Gift Commitment Schedules for recurring donations automatically. If not, build a flow to create them.
  • See Best Practices from Multiple Payment Gift

How to enter the gift via Gift Entry (recommended):

How to enter the gift (without Gift Entry):