Cancel a future recurring gift

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We set up a new fund. After several months the fund advisors decided not to use the fund. One of our donors had set up a future recurring gift to that fund. How do I cancel that gift so it does not process and pay out? Thanks.

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  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic

    @Anne Swearingin:

    We set up a new fund. After several months the fund advisors decided not to use the fund. One of our donors had set up a future recurring gift to that fund. How do I cancel that gift so it does not process and pay out? Thanks.

    I would recommend reaching out and explaining the situation to the donor. A gift officer should probably do it, since it is a great stewardship touchpoint. See if they are interested in supporting another area of your organization rather than just canceling the gift.

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    @Anne Swearingin After doing what @Karen Diener recommended, you or system admin should be able to delete or amend to $0 (depending on you org procedures - I recommend amending) if they choose not to move gift elsewhere.

  • @Karen Diener
    Thank you. I will try that.

  • @Karen Diener
    We have contacted the donor. Thank you

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