To cancel a recurring gift click on “Reports> Auto-Donations”:
Next, search for your donor by name. We recommend starting your search with the donor’s last name and then refining your search further if needed:
- Enter your donor’s last name
- Click [Search]. If you have too many results, add their first name and click [Search] to further refine your results.
- Locate your donor’s recurring transaction then click on the [Action] dropdown
- Click on “Disable” to cancel this recurring gift.
Once a recurring gift has been canceled it will no longer process.
Donors can also do this by logging into their donor profile on your giving portal, clicking the Scheduled Giving tab, and then clicking the “Delete Schedule” link.