Summary: This guide provides step-by-step instructions for Tithely administrators to manage a donor's recurring gift directly, detailing how to edit the amount, schedule, fund, set a skip date, or cancel the donation immediately or on a specified future date.
Before You Begin
- You must be logged into your Tithely account and have the necessary permissions to access Recurring Gifts.
- Finality Note: Once an End Date has been set for a recurring donation, that date cannot be changed.
- Tax Note: Any fees covered by a donor are tax-deductible.
Step-by-Step Instructions
1. Log in to your Tithely account.
2. Select Giving from the left-hand menu.
3. Select Recurring Gifts from the Giving menu.
4. Select the donor whose recurring donation you'd like to edit.
5. Click Edit to the right of Gift Details. [This loads the Edit Gift Details card.]
6. Make the desired changes to the following fields:
| Action | Field | Key Tip |
| Change Amount/Fund | Amount, Fund | Simply update the field. |
| Change Schedule | Schedule, Day of the Week | Monthly Schedule Note: Any day chosen past the 28th will automatically change the schedule to End of Month (EOM). |
| Skip Gift | Skip Gifts Until date field | Enter a date to schedule when the donation will resume. |
| Set Cover the Fees | Cover Fees | Click the option until it is green to activate the feature. |
7. Click Save Changes.
Canceling a Recurring Donation
| Action | Field | Note |
| Immediate Cancellation | Click the Cancel Recurring Gift option at the bottom right of the card. | The gift is stopped immediately. |
| Cancel on a Future Date | Enter a date into the Cancel Gift On field. | The gift will continue until this date. The set End Date cannot be changed once saved. |
Troubleshooting & FAQs
- Why did the monthly schedule change to "End of Month"? If you select a date past the 28th, the system automatically sets the schedule to End of Month to ensure that no months (like February) are accidentally skipped.
- Can I undo the End Date I set for a gift? No, once the End Date has been set for a recurring donation, that date cannot be changed. You would need to cancel and recreate the gift if needed.
- Can donors edit their own recurring gifts? Yes, donors can typically view and edit their own gifts via the Tithely Giving App or their donor account portal.