Upgrades and Downgrades for Recurring Gifts

Definition:

Represented by changes in the recurring gift record, including updated amounts and payment schedules. Additionally, a change history log tracks modifications, providing transparency and maintaining donor communication. See Track Upgrades, Downgrades, and Other Recurring Giving Changes on Salesforce for more.

Upgrades for Recurring Gifts: This refers to the process of increasing the amount, frequency, or duration of a donor’s recurring gift. An upgrade indicates that a donor is willing to contribute more to support the organisation, reflecting increased engagement or capacity.

Downgrades for Recurring Gifts: This involves reducing the amount, frequency, or duration of a donor’s recurring gift.

Examples:

  1. Upgrade of Recurring Gift: Scenario : A donor is currently contributing $50 monthly to your organisation.
    • Current Recurring Gift: $50/month
    • Upgrade: Jane decides to increase her contribution to $75/month.
    • Action:
      • Locate Jane’s recurring gift record in Salesforce.
      • Edit the gift amount to $75/month.
      • Update any future payment schedules to reflect this new amount.
      • Notify donors via email, thanking her for her increased support and confirming the new contribution amount.
  2. Downgrade of Recurring Gift: Scenario: Another donor has been contributing $100 quarterly but needs to reduce his commitment.
    • Current Recurring Gift: $100/quarter
    • Downgrade: John requests to change his contribution to $75/quarter.
    • Action
      • Find recurring gift records in Salesforce.
      • Edit the gift amount to $75/quarter.
      • Adjust future payments to reflect the new contribution level.
      • Reach out to donors, expressing gratitude for his continued support.

Prerequisites for Salesforce Admin:

Prerequisites for End User:

Best Practices:

  • See Best Practices from Multiple Payment Gift.
  • Log all changes to recurring gifts, including reasons for upgrades or downgrades, and regularly review this data to identify trends and inform future fundraising strategies.