Allow recurring gifts to be converted to an automatic pledge payment schedule in the same way that single gifts can be converted to pledge payments.
We've had several pledging donors who have made a payment online and set it as a recurring gift because they think it's appropriate for their pledge. There's currently no way to convert them to a pledge payment schedule. This would be a big help!
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Guest
- Aug 26 2019
Related ideas
Some of my first time donors set up their recurring gifts for a limited period of time. Once I have an opportunity to cultivate them and offer them the option of pledging to one of my campaigns, they often agree to do it and want their recurring gift applied/period extended. When I try to explain that I really need to stop that recurring gift and enter a new online giving payment, they are hesitant. I'm sure I would be the same way!
It would be so nice for eTapestry to establish a way to convert recurring gifts to pledge payments without having to reverse/delete payments and hand apply them to the pledges!