Recurring Gift Anchors, Payments, Schedules

Marta Hutchins

Has anyone ever experienced an extremely messed up recurring gift transaction schedule? For instance, we have a donor that has two ongoing recurring gifts that are charged in Luminate and then imported into RE. Except all her recurring gifts are being linked to the Terminated recurring anchor, making her two active recurring anchor schedules completely out of sort and with missed transactions (even though the transactions were not missed, they were just applied to the incorrect anchor). Anyone experience this and have a solution?

Faith Murray

@Marta Hutchins, this is shooting in the dark a bit, but would it help if you erase some of the data in the Terminated gift, such as unchecking the “EFT” box and deleting the card processing info? Or, do an Amendment for the Terminated gift and add an “end date” to the schedule so that the system does not show it as having any future transactions due?

Not sure if these will help, but worth a try!

Karen Diener 2

@Marta Hutchins you mentioned that the gifts are being imported, in which case the import tool you are using must have incorrect IDs, which is why the latest payments are attaching to the incorrect anchor gift.

Are you using import, or are the gifts coming through a connector? From what I remember, there should still be a way to match the payment to the correct gift but I could be wrong.

Karen

Marta Hutchins

@Karen Diener definitely! When we switched our import process, the payments finally lined up with the correct anchors. I was hoping there would be a way to change past payments to link to the correct gift (but I don't think that can happen). Thank you for your response!

Marta Hutchins

@Faith Murray so I kind of used this approach to finally get the schedules back on track. Thank you!! I made an amendment with the correct date for the next expected payment, and then went into the Transactions tab and rolled back transactions until it was aligned with the correct date for the next payment. No clue if RE representatives would recommend this… but so far so good. Thanks, Faith!