Recurring gift modifications

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We just started using online express to process our recurring gifts. Is there a way to modify a recurring gift once it has been set up - specifically the tribute information?

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  • I'm not sure about modifications in NXT, but in database view, it is fairly easy to modify Recurring Gifts.

    • If you mark your Recurring Gifts “Do Not Post” (recommended), then you can easily modify any field, including Fund and Appeal. This is useful if you have a donor who always wants to give to the “current year's appeal”.
    • If your Recurring Gift s posted, you can make an Ammendment to change the financial stuff: funds, etc.
    • For Tribute info, just go to the Tribute tab in the gift record. You can add or change the Tribute info there.
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