Tie BBMS accounts to Funds and process scheduled gifts automatically vs. creating a batch every day, week, or month

All of the credit card processors are doing it . . . the process cards automatically based upon the schedule that donor sets.  At present, if a donor wants to make a weekly gift, you have create a batch, automatically generate that one gift, process the EFT and then commit the batch.

If it happened automatically, and the fund was tied to the BBMS account, the gifts would process behind the scene, you would get a commit report showing the gifts that were processed, rejected, etc. and save a ton of time AND the donors would have the gifts processed on their schedule vs. waiting for us to start that process.

  • Brian Bates
  • Mar 14 2017
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