The Sacred Heart Radio case study includes a reference to a feature in FundRaiser, called Recurring Gifts, and I want to point out to everyone that you don't need the Donor Portal version of the program to take advantage of it. It is particularly helpful for those with Donor Portal, since it not only allows a donor to set up their own regularly-scheduled donations, including bringing them into FundRaiser, but also allows for special "thank you" letters dependent on whether a payment is accepted, rejected, a card is expired, or about to expire. But even if you don't have the Donor Portal, recurring gifts can save you a lot of time, if you have one of the following situations:Donors on a payroll deductionDonors who supply credit card or bank info for regular withdrawals
If, for instance, you have 50 people who give on a monthly basis, regular as clockwork, the same amount each time, you can save a lot of time by entering the donation only once per person (as a Recurring Gift setup) and then have FUndRaiser produce the actual gift entry each time it comes due. You can offer each of the donors a preference on what day of the month they'd like their gifts processed. Once a Recurring Gift is established, it's just a matter of running the utility to process Recurring Gifts to have FUndRaiser build the gift records.