Recurring Gifts Now Flow Through Raiser's Edge Batches (BBMS only)

Recurring gifts processed through Blackbaud Merchant Services (BBMS) will now flow into Raiser's Edge through batches — giving your team the same review-and-approve control you already have over one-time gifts.

Before: When you pushed gifts to Raiser's Edge, recurring gifts were created directly on the constituent record — bypassing batch review. Admins had little visibility or control before the data landed in the database.

Now: Recurring gifts go through batches first. Nothing commits to a constituent record until you review and approve it in Raiser's Edge.

🔁

A recurring gift in RE is made of two linked records: the Recurring Gift (the donor's ongoing commitment, e.g. "$50/month") and the Recurring Gift Payments (each individual charge). RE requires the recurring gift to be approved before any payment can land against it — and the new sync mirrors that rule.

— Sync the recurring gift. The recurring rift goes to a batch in RE. You review and commit it. The first payment stays safely on Almabase, waiting.

— Sync the first payment. Hit sync again. The first payment lands in a gift batch in RE. Review, commit, done.

Every payment after that is automatic. Once the recurring gift is approved, Raiser's Edge takes over — charges the donor on schedule, drops each payment into a gift batch in RE, and notifies Almabase. No further syncing from your end.

Applies to BBMS recurring gifts only. Other payment gateways are unchanged.