How to Edit a Giver's Recurring Gift

You can edit 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 next window, setup at find, enter in your search criteria, and then click Find in the upper right-hand corner. 

   

3. Next highlight the name of the giver and click the Engage tab. 

   

    

4. Within the Engage window, click Scheduled Gifts. 

   

    

5. You will then see a list of recurring gifts. To make a change, simply click Edit.

   

    

6. You will then continue through the form and make the needed changes for the giver. 

   

   

7. Then, click Submit Changes to Schedule Gift at the end of the form. 

   

8. Next, click OK on the Submit Changes pop-up box.

9. Then, click OK on the Success pop-up box. 

10. You will then see the changes that you submitted to the giver's gift.