How to Edit a Recurring Giving Plan

Last Updated: Sep 13, 2018 09:03AM PDT

This support article will walk an Organization Admin through editing recurring giving plan settings for a specific recurring donation. If you are a donor who supports an organization, please visit this support article for the steps to update your recurring donation.

 

1. Navigate to the Recurring Giving Plan Record 

Navigate to the recurring giving plan record either using the Recurring Giving tab within the Classy Manager, the recurring giving plans report within Classy Manager or clicking on a recurring plan ID in various locations throughout the platform.
 

2. Edit the Recurring Settings Section

Scroll to the ‘Recurring Settings’ section and press the green ‘Edit’ button. If the edit button is greyed out, please find more information here.


Once you have clicked the ‘Edit’ button, you can modify one or many of the following:

  • Donation Amount: The amount that the form of payment will be charged in a given period. You may click the ‘Classy Mode’ checkbox if you wish for this recurring giving plan to include processing fees as dictated within the Classy Mode settings.

  • Processing Day: The day of the month on which the recurring giving plan will transact. Please note, that you may select any day between the 1st of the month and the 28th of the month.

  • Recurrence Ends On: While all recurring giving plans will default to indefinitely, we recognize that donors may wish to stop their gift after a certain period of time. Use this feature to set an end date for a recurring giving plan.

  • Frequency: Coming soon!

 

3. Edit the Payment Information Section

Scroll to the ‘Payment Information’ section and select the green ‘Update’ button. If the update button is greyed out, please click here to learn more.


Once you have clicked the ‘Update' button, you will gain access to modify the following:

  • Payment Method: At this time, we are only able to update recurring giving plans that are made via credit card. If you are interested in learning more about our ACH early access, please reach out to Classy Support.

  • Billing Information: Any changes to the Billing Information section will require that all credit card information be re-entered in order to save. The billing information entered here should match the billing information for the card on file and may or may not reflect the supporter’s current address.

 

4. Edit the ‘Campaign’ Section

Scroll to the ‘Campaign’ section and press the green ‘Edit’ button. If the edit button is greyed out, please click here for more information.


Once you have clicked the ‘Edit’ button, you will gain access to modify the following:

  • Campaign: Change the campaign a specific recurring giving plan is credited to. Enter the campaign name or the campaign ID into this field.

  • Fundraising Team: Credit future recurring donations to a specific fundraising team. Enter the team name or the fundraising team ID into this field.

  • Fundraising Page: Credit future recurring donations to a specific fundraising page. Enter the page name or the fundraising page ID into this field.

  • Include past donations: Leaving this box unchecked will only cause future recurring donations to be credited to the designated entities. Checking this box will cause all past recurring donations tied to this recurring giving plan to move along with future recurring donations.

5. Save Changes

Click ‘Save’ to save the changes made to the recurring giving plan. Please note, that the donor will receive a notification email automatically notifying them of any changes made to the ‘Payment Information’ portion of their recurring giving plan.

If you have any additional questions, please contact Classy Support for assistance.