Not able to annualize recurring gifts for donor lists, etc.

We need to be able to annualize gifts for our donor lists etc. which is difficult with recurring gifts. We would like to be able to do recurring gifts where you book the pledge for the whole amount, and then apply the recurring gift to that amount. Donors get upset when they make a recurring gift towards the end of the campaign and show up at a smaller level then what they actually intend to donate.

  • Guest
  • Nov 21 2013
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  • Guest commented
    March 18, 2016 01:42

    Sorry, no vote of support.
    If you know the whole intended amount, record it as a pledge.
    Also, are you listing donors at 'intended' gift amount or actually received amount. Our lists are based on received as of 12/31/XX.