Change the Dates of a Recurring Gift Commitment in Education

Change the start and end dates of a gift commitment schedule.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed  
To change the dates of a recurring gift commitment:

Modified Education Cloud Full Access permission set

  1. From the App Launcher (App Launcher), find and select Gift Commitments.
  2. Select the gift commitment that you want to change.
  3. Click Show More and then select Update Dates.
  4. Select the schedule that you want to change.
  5. Select the new dates.

    Unpaid gift transactions with due dates that fall within the new effective dates are removed after the commitment is processed.

  6. Optionally, enter an update reason.
  7. Save your changes.