Recurring Donation Management
A Recurring Donation is a scheduled giving commitment where DonorPoint automatically processes a payment on a defined schedule — weekly, monthly, annually, or on a custom frequency. This page covers managing recurring donations from the admin side.
For how donors set up recurring giving on a form, see Recurring and Installment Gifts.
Recurring Donation Record
Each recurring donation has:
| Field | Description |
|---|---|
| Contact / Organization | The donor |
| Amount | The amount charged per period |
| Frequency | How often the charge runs: daily, weekly, monthly, annually, or custom |
| Start Date | When the schedule begins |
| Status | Active, Declined, Suspended, Completed, or Cancelled |
| Next Payment Date | Calculated from frequency and last payment date |
| Payment Count | Number of payments made to date |
| Payment Method | The stored payment credentials used for each charge |
Status Values
| Status | Meaning |
|---|---|
| Active | Charges are processing normally |
| Declined | The most recent charge was declined; the donor has been notified |
| Suspended | Manually paused by staff; no charges will run |
| Completed | All scheduled installments have been paid |
| Cancelled | Permanently stopped; no further charges |
Staff Actions
From the Recurring Donation edit view, staff can:
- Charge Now — immediately process a payment outside the normal schedule
- Suspend — pause the schedule without cancelling
- Reactivate — resume a suspended schedule
- Cancel — permanently stop the recurring donation
- Send Update Request — email the donor a secure link to update their payment method
- Update Payment Method — enter updated card or bank details directly in the admin
Nightly Processing
DonorPoint automatically charges all recurring donations scheduled for the current day each night. After each charge attempt:
- A successful charge creates a new Payment transaction and sends a receipt email to the donor
- A declined charge updates the status to Declined and sends a failure notification email
Donor Self-Service
Donors can view and manage their own recurring donations from the Donor Portal — seeing their schedule, requesting updates, and viewing payment history.