How to enable recurring gifts for a campaign?
Go to the campaign settings page.
Select “Payment Options”.
Enable options for monthly and yearly pledges (yearly available only for BBMS).
How can donors choose an end date for their recurring gift?
To allow donors to set an end date, activate "Enable pledge limits".
Go to “Payment Options”.
Select the gear icon next to the pledge options.
If a donor doesn’t set a duration, the gift is considered a lifetime pledge by default.
Monthly pledges: donors can choose 3 to 36 months.
Yearly pledges (BBMS only): donors can choose 2 to 5 years.
Where to look for Recurring gifts and Recurring gift payments?
Find recurring gifts under the "Recurring gifts" tab in the campaign.
View gift details by selecting “View details” next to each gift.
Recurring gift payments are in the “Gifts” tab, marked with a recurring icon.
How are recurring gifts processed?
Details of the recurring gift are sent from Almabase to the payment processor.
Notification sent to Almabase and recorded as a gift each time a donor is charged.
Admins and donors receive notification emails after each gift.
How are recurring gifts synced to RE?
For Stripe: Follow the one-time gift sync process. Recurring payments can be added to the same list or separately.
For BBMS: Sync is automatic. Ensure correct fund and constituent mapping.
Sync Steps for BBMS:
Step 1: Almabase creates a recurring gift placeholder in RE.
Step 2: A batch for the first payment is created in RE.
Step 3: Payment reflects in RE after batch approval.
Step 4: Subsequent payments are batched and synced automatically.
How do I cancel a recurring gift?
Cancel recurring gifts through your Raiser's Edge account or Stripe Account dashboard.
Cancellation is not possible directly on Almabase.
Check out this article on how to cancel recurring gifts on RE.
How do I refund a recurring gift?
Process refunds through your Raiser's Edge account or Stripe Account dashboard.
Refunds cannot be issued directly through Almabase.
How to increase/decrease the recurring gift amount on RE?
Locate the recurring gift in your RE account.
Change the amount and save.
Almabase updates the amount within a day.
The new amount will be charged from the next scheduled transaction.
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