Recurring gifts

What this screen is for

Recurring sits under Fundraising, in Campaigns & pages. When a donor starts a recurring gift, or you propose one and they accept, it lands here. The cards that need you come first: past due, about to lapse and cards that just failed. Below them is every sustainer, with their amount, frequency, fund and next charge.

Propose a recurring gift

1. Click "Propose a recurring gift".
2. Search for the donor by name or email.
3. Choose the amount and the frequency, "Monthly" or "Yearly", and a fund if you want one.
4. Click "Send to donor". The proposal shows as pending until the donor completes it. Nothing is charged until they accept.

Help a donor whose card failed

1. Find them under "Needs recovery" or filter the roster by "Past due".
2. Click "Propose card update…" and then "Send card-update link". The donor updates their own card.
3. If the email did not go, Steward says so; resend it from the roster or tell them yourself.

Pause, change or cancel a gift

1. Open the row for the gift.
2. Click "Pause" and, if you want, set an "Auto-resume date (optional)". A paused gift shows "Resume".
3. "Change fund designation…" changes what it supports, straight away.
4. To change the amount or frequency, click "Propose a change…". The donor confirms it themselves.
5. "Cancel subscription" stops it. A donor asking to stop is always honored, even if your subscription has lapsed.

What the numbers mean

Monthly giving: every monthly gift charging successfully today, at what it brings in each month. A yearly gift counts as a twelfth of its amount.

Change in monthly giving: monthly gifts started since the date shown, at what each adds a month, less those that ended in the same time.

Cards updated automatically: monthly gifts still giving whose card the bank updated by itself since the date shown.

Months on file: every monthly gift charging successfully today, with how many months it has been giving.

Sustainer retention, 12 months: of the sustainers who started at least a year ago, how many are still giving a year in. It shows "None yet" until a subscription is a year old.

What Steward doesn't do here

Steward never changes an amount, a frequency or a card itself: anything that moves money is an invitation the donor completes. Whether a card is updated automatically depends on the card network and on your own Stripe account; a card that is not updated still goes to failed-card recovery. Recurring gifts here are the ones running through your Stripe account; sustainers from an imported file are shown separately as "Sustainers from your file".