Archive Giving Forms: Impact on Recurring Gifts

Archiving a giving form does not affect active recurring gifts. Once a recurring donation is set up, its processing is independent of the form’s current status, and donors can continue to manage their subscriptions as usual.

quick answer

• Archiving a form does not cancel or pause recurring gifts.

• Recurring subscriptions continue processing on their established schedule.

• Donors can update their payment methods or make other changes using their management links.

what this means

When a donor establishes a recurring gift, the subscription operates separately from the giving form. This means you can archive the form without interrupting scheduled payments, and all payouts and reconciliations will proceed as normal.

donor management

Donors with management links can:

• Update payment methods

• Change donation frequency or amounts

• Pause or cancel subscriptions (if supported via donor controls)

Ensure that donor communications and help content include guidance on using these management links.

practical admin notes

• The archive action does not affect active recurring subscriptions.

• If there is an issue with a recurring gift after archiving a form, investigate the subscription record or payment method rather than the archived form.

common scenarios and guidance

• If a donor needs to update their card details, they should use the management link provided with their recurring gift.

• Archiving a form to remove it from public view does not cancel or pause any existing subscriptions.

• If a recurring gift fails or stops, verify the subscription status and check for issues such as card expiration or payment declines. The archived form is not the cause.

summary

Archiving a giving form does not disrupt recurring gifts. The subscriptions continue on schedule, and donors retain the ability to manage their recurring donations using their existing management links.