Modifying Recurring Gift Frequency and Dates

This article explains how to update an active recurring donation’s schedule in the admin interface, what options can be changed, and the limitations to consider.

Quick answers

• For non-indefinite recurring gifts, you may need to update the end date when modifying the schedule.

Before you start

• Remember that changes affect only future installments; past installments remain unchanged.

What you can change

The available controls depend on the payment processor. Stripe subscriptions offer frequency, amount, installment count and next run date. TouchNet subscriptions offer the next run date. The end-date update control is restricted to GiveCampus staff.

• Frequency: Update the recurring frequency for future installments to either monthly or yearly. For Stripe subscriptions, both monthly and yearly are available in the admin editor regardless of the original form settings.

• Installment amount: Change the amount charged per installment.

• Installment count (max charges): Update the total number of installments. Enter 999 to set a gift to recur indefinitely.

• End date (for non-indefinite plans): Update the end date for subscriptions with a fixed number of payments. (The Update End Date button is available only to GiveCampus staff admins.)

• Next run date: Adjust the date when the next installment processes. School admins can set a date up to 365 days in the future, while donors managing their own subscriptions can set it up to 30 days out.

Common scenarios

• For a Stripe subscription intended as an annual gift, choose yearly in the admin editor.
• For finite plans, review the installment count and end date so the schedule reflects the donor’s intent. Contact GiveCampus if an end-date change is needed.

After you save

• Future installments will follow the new schedule while past installments remain unchanged in the donation history.

• Verify the updated subscription details, including the next payment date, to ensure accuracy.

Best practices

• Review the subscription details after editing to verify the scheduled payment date and installment amount.

• For finite plans, double-check that changes to frequency and the end date maintain the correct total commitment.