Gift Frequency Options

This article provides information about gift frequencies.

When creating a fund, under Gift Settings, staff can control the gift frequencies available for donors to choose by selecting the desired gift frequency options. The restrictions that are set up apply to all gifts and pledges for the fund, including managed gifts.

Organizations have the ability not to include the option for recurring gifts on certain types of funds, like those that expire immediately, because if recurring gifts are set up on on those funds, they do not have the benefit of time to process due to the fund expiring too quickly. Organizations can guard against that when setting up funds for special collections that only exist for a single day or for a couple of days. 

Here is a list of frequencies a staff member may choose to make available to the donor when creating a fund.

Click here for more information about editing gift frequency options in fund settings.

One Time: The gift will process one time.

Weekly: The gift will process on the same day of the week every single week, such as Wednesday.

Bi-Weekly: The gift will process on the same day of the week every other week, such as every other Wednesday.

Monthly: The gift will process on the same day of the month every month, such as the 1st. If a gift is scheduled for the 29th, 30th, or 31st and the month does not have that many days, the gift will process on the last day of the month.

Quarterly: The gift will process on the same day of the month every 3 months, such as the 1st of January, then the 1st of April, etc. If a gift is scheduled for the 29th, 30th, or 31st and the month does not have that many days, the gift will process on the last day of the month.

Twice Yearly: The gift will process on the same day of the month every six months, such as the 1st of January, then the 1st of July, etc. If a gift is scheduled for the 29th, 30th, or 31st and the month does not have that many days, the gift will process on the last day of the month.

Yearly: The gift will process on the same day of the year, each year.

 

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