Manage Recurring Donations

Recurring giving is a dependable source of revenue for nonprofits. Donors who give regularly tend to continue giving for many years, and sometimes increase the amounts they donate. When donors want to adjust how and when they give in response to changes in their lives, your organization must be able to respond efficiently. You'll find the ability to do this and more with Recurring Donations in NPSP.

• Recurring Donations Overview
  Learn about managing sustainer donations with Recurring Donations in NPSP.
• Create a Recurring Donation
  Learn how to create open-ended and fixed-length Recurring Donations. Choose monthly, quarterly, yearly, or a custom installment schedule.
• Process Installment Opportunities
  Close installment Opportunities when you receive donation payments for Recurring Donations. Closing an installment Opportunity generates the next installment Opportunity.
• Change, Close, or Delete a Recurring Donation
  Learn how to update a Recurring Donation when a donor asks to change their donation amount, or their donation schedule. Also learn how to close (cancel), or delete a Recurring Donation.
• Enter Additional Donations for an Existing Recurring Donation
  Learn how to enter an installment Opportunity when your donor asks to make an additional donation along with their regular Recurring Donation.
• Update the Schedule of an Annual Recurring Donation
  Learn how to update the schedule of an annual Recurring Donation when your donor asks to change their donation date.
• Pause a Recurring Donation
  Learn how to temporarily suspend donations, and restart them, when your donor wants to stop giving for a period of time.
• Create Allocations for Recurring Donations
  Use the Manage Allocations button on a Recurring Donation's GAU Allocations related list to create and manage Allocations for your Recurring Donations.
• Track Upgrades, Downgrades, and Other Recurring Giving Changes
  Track and report on monthly and other recurring giving changes including upgrades, downgrades, payment method updates, schedule changes, and status changes.
• Which Version of Recurring Donations Am I Using?
  A Salesforce system administrator can determine the version of recurring donations installed in your org.
• Enhanced Recurring Donations Upgrade Guide
  This guide is for system administrators to plan and perform the upgrade from Legacy to Enhanced Recurring Donations in NPSP. Also includes information about using the Enhanced Recurring Donations features.