You can change the amount of a recurring gift commitment, the schedule, or what the gift is allocated for.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To upgrade or downgrade a recurring gift commitment: |
FundraisingAccess permission set |
- From the App Launcher (
), find and select Gift Commitments. - Select the gift commitment that you want to change.
- At the top of the record, click Upgrade | Downgrade.
- Select the gift commitment schedule you want to change.
- Update the information as needed.
- If you want the change to apply to the entire schedule, enter the start and end dates in the Effective From and Effective To fields.
Existing unpaid gift transactions with due dates that fall within the effective dates are removed.
- Save your changes.