Change recurring allocations and schedules, and understand retries and access

For an administrator, open Online Giving → Manage Gifts → Recurring Subscriptions, search for the donor/subscription, and click its Donation ID. A donor can use their own private gift-management link. Confirm the subscription before editing.

In the newer recurring-management page, eligible users can edit Designation(s) and choose Save Designation(s). The form must expose available designations and the subscription must permit editing. Confirm the donor-authorized funds and saved amounts. This path sends subscription update notifications, subject to state/template/delivery conditions; an Updated message does not necessarily mean a payment occurred.

The designation-update path clears existing donor-covered processing fees because the editor does not recollect the donor's fee preference. A difference between the base gift and fee-inclusive total can therefore appear after a designation edit. Ask support to inspect an unexpected amount. Entering the old fee-inclusive total as a new base donation is not the same as restoring the prior fee election.

Staff who modify or cancel recurring gifts need Superadmin, Fundraising Superadmin, Gift Management Admin, or Finance Admin. Advanced Campaign Admin, Advanced Form Admin, and Reporting Admin alone do not include those actions. Donor ownership and a valid private management link are separate access paths; they do not require an administrator role. These roles also include broader gift-edit and refund capabilities; review the person’s duties before assigning one. A Superadmin or Fundraising Superadmin can review the person under Online Giving → Administrators, open their administrator record, and use Role(s) → Add / Add Another → select the role → Update Role(s). Roles contain fixed capabilities; partners select roles rather than turning individual permissions within a role on or off. Also review the assigned campaigns/forms or groups for actions scoped to those records. Roles are additive, so review every assigned role before narrowing access.

Frequency choices are the supported monthly/yearly set intersected with the originating form's enabled periods. If Yearly is missing, check that form's recurring configuration and the actual subscription before changing settings. Next Payment and Run all future payments on this day are separate controls. Finite schedules recalculate remaining installment count and total when dates/frequency change; extending an end date can increase the total. Verify paid history and all remaining dates before saving a correction.

Saving an ordinary schedule or end-date change does not itself charge the donor. Updating the payment method on a failed Stripe recurring gift can reset retry timing and queue another payment attempt. This is an attempt, not proof of success, a promise to collect every missed month, or a guaranteed clock time. Inspect the latest attempt before a manual retry to avoid duplication. Support can investigate the history of a particular payment separately.

There is no separate paused state for recurring subscriptions. Support can evaluate postponing Next Payment with the donor's agreement, but must consider any already queued attempt and the remaining schedule. Cancellation should not be described as a reversible temporary pause.

Ending a campaign or archiving its form does not itself cancel existing subscriptions. Recurring billing depends on the subscription’s dates, state and payment eligibility; the original campaign does not need to remain online. Existing eligible recurring and automatic pledge payments can continue. School subscription/maintenance status, payment method and processor failures still matter; do not reopen a campaign solely to preserve a valid recurring schedule.