Offer different frequencies for recurring gifts and end dates
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Claudia Pope-Bayne
When it comes to recurring gifts, the ideal situation is that the donor has the option of weekly, biweekly, monthly, etc. recurring gifts. Along with that an option to have an end date to the recurring gifts. Often times we have donors give in large amounts and if a payment is mistakenly charged again, that could be thousands of dollars that was not meant to be charge and can cause a relationship issue.
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John Carroll Rebstock
This would be incredibly useful to us, as well. I've had a donor pledge $X in equal installments until the end of our fiscal year, at a point where that required 10 installments to complete their pledge. That wasn't a selectable option, so I had to do a one-off gift, hold their information for a month (which there are a number of problems with), and then process a 9 month recurring gift the month after. If we had more flexibility, either through setting an end date on the recurrence or having more granular control over the number of installments, it could have been handled in a much safer, more secure way.
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Taylor Ailtmar
Hoping for more varied terms (only 8 months, instead of 12). Be able to choose any number of months!
Sahil Mallick
Great to hear your perspective, Claudia Pope-Bayne! I have a few more questions for you:
- What specific frequencies (e.g., weekly, biweekly, monthly) would be most beneficial for your donors?
- Would you like the option for donors to set custom end dates for their recurring gifts, or should there be predefined options?
- Are there any specific concerns or scenarios we should consider to prevent accidental overcharging of donors?
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Claudia Pope-Bayne
Sahil
- We've donor who wishes to do different frequencies:
Weekly,
Bi-Weekly
Bi-Monthly
Monthly
Quarterly
Semi-annual
Annual
- It would be ideal if the donor can choose their own end date.
Also, allow them the option for "Recurring until I decide to end"
- I think the option to end the recurring on the almabase side would be helpful in ensuring that the recurring giving has ended.
Thanks!