Renewal and Auto-Renew

Membership renewal in DonorPoint supports both manual and automatic renewal workflows. The approach depends on how the Membership Item is configured.

Manual Renewal

When a membership approaches expiration:

1. DonorPoint sends the Renewal Email to the member (or to the Send Renewal To contact)
2. The email contains a link to the Renewal Form — a Campaign configured on the Membership Item
3. The member completes the renewal form, making a new payment
4. A new transaction is created and the membership’s end date is extended by the term length

Renewal Contact Lists

Use a Membership Contact List to target members whose memberships are expiring within a date range. This list can drive renewal reminder emails:

• Membership Items — select which membership levels to include
• Include Non-Active Members — optionally include expired members for win-back campaigns
• Expiration Date Range — filter by expiration window (e.g., next 30 days)

Automatic Renewal

When Allow Auto-Renew is enabled on the Membership Item and the member opts in at checkout:

1. The system stores the member’s payment method (tokenized)
2. When the membership term expires, DonorPoint automatically charges the stored method
3. On success:
   • A new transaction is created
   • The membership end date extends by the term length
   • The Membership Renewal email is sent
4. On failure:
   • The membership moves to In Arrears status
   • The Membership Failure email is sent
   • The member is directed to update their payment method

Renewal Emails

These emails are configured in the Membership Email Collection on the Membership Item’s email tab, or as EmailTemplate records linked directly to the item.

Donor Self-Service

Members can manage their membership through the Donor Portal:

• View active memberships and expiration dates
• Update payment method for auto-renewal
• Manually initiate renewal through the renewal form link