New payment frequency for Recurring Gift Schedules

We have a supporter who pays 3 times a year in February, June and October. His Recurring Gift Schedule has been set up as quarterly which is wrong but there isn't a suitable alternative. It has been suggested that we add each gift individually without a recurring gift schedule but this would skew the reporting we do. Please could you add say 'other' with a drop down to hand pick specific months for eg. This is data entry and reports and queries. Many thanks

  • Guest
  • Jun 26 2024
  • No Plans to Change at This Time
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  • Admin
    Kimberly Hammer commented
    09 Jul 15:20

    We don't have any plans to add custom schedules to Recurring Gift Schedules at this time. However, there are two alternatives:

    Option A: Create three Recurring Gift Schedules - one that processes each February, one that processes each June, and one for October.

    Option B: Create a Pledge with a custom schedule that matches this donor's giving frequency.