How to Cancel a Recurring Gift

You can cancel a giver's recurring gift under their Giving Unit Record by clicking on the Engage tab. 

1. To navigate to the Giving Unit Record, go to Program → Contributions → Giving Unit Record. 

   

   
   

2. In the Giving Unit Records window, setup a find to search for the giver. Then, click to highlight their record and click the Engage tab. 

   

    

3. Under Engage, click Scheduled Gifts.

   

    

4. In this window, you will see any active and/or pending scheduled recurring gifts. To cancel a recurring gift click Cancel. 

   

   
   

5. Then, click Cancel on the pop-up box to finish canceling this recurring gift. 

   

   
   

6. You will then see a pop-up box confirming the recurring gift has been canceled. Click Ok. 

   

   
   

7.  You will then be able to view the previous recurring gift under the Historical tab. You will see that the status is Canceled.