How are you processing recurring gifts in RE?

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Julian Benn
Julian Benn ✭
Tenth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
How are you processing recurring gifts in RE? If a donor is allowed to select their donation frequency or are given a selection of dates to choose from for their recurring gift frequency, the downloaded transactions cannot be downloaded into batches that match their frequency period. Instead, once the transactions have been captured and downloaded, the gifts must be manually recreated in new batches, grouped by date, OR you have each individual gift must have it's own recurring batch and then you have mutliple (if not a multitude) of individual batches that have to be triggered at random times. 


Any one have any tips for this besides just forcing donors to only be able to recur on one specific date? Please let me know if you have any ideas. The only other thing i can think of is to position a "Gift Attribute" that matches the published frequencies so that it can be determined from the BBNC plugin what the recurring gift date frequency is and publish to the proper batch?
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  • Jennifer Lucarelli
    Jennifer Lucarelli ✭
    Tenth Anniversary Facilitator 1 Photogenic
    we give our donors a weekly option (Friday's), a monthly option (1st or 15th) and then a quarterly option.

    ​then I keep a query of ALL recurring EFT gifts, sorted by NEXT DUE DATE.  I check this query daily, and run batches as needed using a Recurring gift Template that I have set up for each department. (doing this allows me to automatically direct funds where they need to go)


    ​** because we also collect online donations for some of our parishes - I have to check this query daily because the parishes prefer NOT to designate an installment schedule. If not for that, I would only need to check the query on Fridays.


    ​It seems like extra work, but once it's set up, it literally only takes a few minutes to process these recurring gifts.
  • Julian Benn
    Julian Benn ✭
    Tenth Anniversary First Reply
    i see. the so the EFT module is the secret to the ease of this which would make it a great workaround.
  • Jennifer Lucarelli
    Jennifer Lucarelli ✭
    Tenth Anniversary Facilitator 1 Photogenic

    Julian Benn:

    i see. the so the EFT module is the secret to the ease of this which would make it a great workaround.

    ahh, yes.... we do have the EFT module.... sometimes I forget it doesn't come standard.
  • Candy Reichert
    Candy Reichert ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic

     

    We also have the EFT module.  I do a daily batch starting the day before. For example, Tonight I will open a new batch to prepare it for tomorrows gifts. I download all gifts due through todays date using the Automatically Generate Transactions/Payments for credit card payments. Charge them. Then tomorrow I will add any check and cash gifts that are received through out the day. When the donor creates the pledge/recurring gift they can choose any date they want because I do this daily.  All the gift information is automatically downloaded into batch. I do one batch per day that includes all pledges and recurring gift by date. The EFT module is a life saver when it comes to pledges and recurring gifts.


    Direct Debits are charged out only monthly at this time using the same process, in a seperate batch.



     
  • Amber Gichard
    Amber Gichard ✭
    Seventh Anniversary Photogenic First Reply

    Candy Reichert:

     

    We also have the EFT module.  I do a daily batch starting the day before. For example, Tonight I will open a new batch to prepare it for tomorrows gifts. I download all gifts due through todays date using the Automatically Generate Transactions/Payments for credit card payments. Charge them. Then tomorrow I will add any check and cash gifts that are received through out the day. When the donor creates the pledge/recurring gift they can choose any date they want because I do this daily.  All the gift information is automatically downloaded into batch. I do one batch per day that includes all pledges and recurring gift by date. The EFT module is a life saver when it comes to pledges and recurring gifts.


    Direct Debits are charged out only monthly at this time using the same process, in a seperate batch.



     

     

    What do you do if the donor chooses a date you're closed for a holiday or weekend? How do you communicate to those donors if you wait for the next business day to run their card?

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