---
schema_version: "1"
id: 9a6925131e8261aa59867ada9bee43dcf4fcfe829b512b5284758b2c466dba4e
title: Change, Close, or Delete a Legacy Recurring Donation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_change_close_del_legacy_rd.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_del_legacy_rd.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 541726b3148f192f0c281dc7d34c18090ff61fcda5a2698b1c72f1f44a45f8c1
description: When a donor wants to modify how much or how often they give—or if they want to end a recurring donation—you need to modify or delete their recurring donation record. When you delete a recurring donation, NPSP deletes all related opportunity records.
products:
  - Nonprofit
release: "264"
---
# Change, Close, or Delete a Legacy Recurring Donation

When a donor wants to modify how much or how often they give—or if they want to end a recurring donation—you need to modify or delete their recurring donation record. When you delete a recurring donation, NPSP deletes all related opportunity records.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note As of April 29th, 2020, Nonprofit Success Pack offers a new version of Recurring Donations. For instructions on using this new version, see the [Enhanced Recurring Donations Upgrade Guide](https://help.salesforce.com/s/articleview?id=sfdo.npsp_enhanced_rd_upgrade_guide.htm). If you're unsure which version of Recurring Donations you're using, see [Which Version of Recurring Donations Am I Using?](https://help.salesforce.com/s/articleview?id=sfdo.npsp_which_version_of_rds_am_i_using.htm)

- **[Change a Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_del_legacy_rd.htm&release=264.0.0&type=5)**  
    Sometimes you may need to change a Recurring Donation based on new information from your donor. They may decide to shorten or lengthen the time frame of giving or perhaps increase or decrease the amount of each installment.
- **[Close a Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_del_legacy_rd.htm&release=264.0.0&type=5)**  
    When a donor wants to end a recurring gift, you can close the recurring donation record. Related open opportunity records are marked as Closed Lost by default, while Post opportunities are unchanged.
- **[Delete a Recurring Donation](https://help.salesforce.com/s/articleView?id=sfdo.npsp_change_close_del_legacy_rd.htm&release=264.0.0&type=5)**  
    When you delete a Recurring Donation, NPSP deletes associated Opportunities.

## Change a Recurring Donation

Sometimes you may need to change a Recurring Donation based on new information from your donor. They may decide to shorten or lengthen the time frame of giving or perhaps increase or decrease the amount of each installment.

In this situation, you can edit the Recurring Donation record but be aware that NPSP **deletes and re-inserts any related open stage Opportunity records**, which can result in lost data. For this reason we recommend that you close the Recurring Donation and create a new one.

You can also click **Refresh Opportunities** to schedule future Opportunities for the Recurring Donation and recalculate rollups.

![Recurring Donation with the drop-down expanded to show the Refresh Opportunities action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/ch_cl_del_rd_refresh.png)

## Close a Recurring Donation

When a donor wants to end a recurring gift, you can close the recurring donation record. Related open opportunity records are marked as Closed Lost by default, while Post opportunities are unchanged.

1. Navigate to the Recurring Donation you want to close.
2. Click **Edit**.
3. Select `Closed` in the Open Ended Status field.
4. (Optional) Select a Closed Reason.
5. Click **Save**.

All open child donations will be changed to a Closed Lost stage by default, or whatever you've specified in your Recurring Donations settings. Donations marked Posted remain unchanged.

![Donation record showing Closed Status and Closed Reason.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/ch_cl_del_rd_openendstatus.png)

On the Donations related list:

![Closed Recurring Donation Opportunity related list showing all future Opportunities in a Closed Lost stage.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/ch_cl_del_rd_closed_lost.png)

## Delete a Recurring Donation

When you delete a Recurring Donation, NPSP deletes associated Opportunities.

If there are any associated Closed/Won Opportunities, you won't be able to delete the Recurring Donation. You must first delete these records manually before you can delete the Recurring Donation.