View and Modify Recurring Donations

Online Giving through Breeze allows people to set up recurring donations to your church. It is important that you understand how to help donors manage these recurring donations.

View and Search Recurring Donations

  • Navigate to "More" > "Contributions" > "Online Giving."
  • Towards the bottom of the page, you'll see the "Recurring" tab. Click on this tab. 
  • You will see a list of all of your recurring donors.

In the search bar at the top of this tab, you can filter the recurring donations list by name, amount or frequency. 2020-02-20_21-36-52.png

Search Week to show gifts scheduled weekly.
Search 2 Weeks to show gifts scheduled for every 2 Weeks.
Search Month to show all monthly recurring gifts.
Search Year to show all gifts scheduled yearly.

Modify Recurring Donations

To modify a recurring donation from the admin side:

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the page, you'll see the "Recurring" tab. Click on this tab. 
  3. Find the recurring payment you would like to modify and click the  amount.
  4. In the Recurring Payment window click "Change" to the right of the section, you'd like to modify
    • Payment Method Section, use this to Update or change the Payment Method of the recurring gift. 
    • Schedule Sectionuse this to adjust the date, amount, frequency, fee cover, and fund of the recurring gift. 
    • Donor Section: Reassign the association of this recurring giver to a new person.  
When a donor first sets up a recurring donation, they can choose the start date, up to one month in advance.  When modifying the recurring donation either from the admin side or from the donor's side, you are able to push the next donation out up to 6 months out in the future.
Future-dated recurring donations are accessible in the Online Giving > Recurring Gifts section of Breeze. If you happen to remove a fund in the Funds section that a recurring donation is set for, the recurring gift will readjust to go to the new fund you selected to move the contributions to when you deleted the fund. See article on Funds for more information.
To modify a recurring donation from the user's end:
  1. Log into Breeze and Click on "Give Now" > "Recurring Gifts" (on the left)
  2. Click "change" next to the recurring gift you wish to update
  3. Click "Show More Options"
  4. Click "Change" next to the section you'd like to modify and make your desired changes.
If you, as the donor, do not have a way to log in or you do not see the "Give Now" tab, please contact your church administrator.
If you do not see your recurring donation appear in the "recurring gifts" page, please contact your church administrator as the gift may not have been associated.
If you do not see your recurring donation appear in the "recurring gifts" page, please contact your church administrator as the gift may not have been associated or it might be associated to another family member.
When modifying the fund a recurring gift is going towards, it must be a fund that is made available on the Online Giving page in order to be selected.

Stopping a Recurring Donation

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the page, you'll see the "Recurring" tab. Click on this tab.
  3. Search for the donation you'd like to modify and click the amount.
  4. Select "Stop Recurring Gift" at the bottom left of the Recurring Payment 


Export Recurring Donors

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the page, you'll see the "Recurring" tab. Click on this tab. 
  3. You will see a list of all of your recurring donors.
  4. In the upper right-hand corner of this tab click "Download As Excel"1
This will download a complete list of every donor, the day they started their recurring gift, their name, frequency, next charge date, and amount.

Failed Recurring Gift Retry Schedule

If a Recurring gift payment fails, then Stripe will use a Smart Retry schedule. This is a tool that calculates when a card is most likely to successfully process instead of retrying it on a set schedule.

Using Smart Retries, a card will try to process up to 4 times in a 28 day period, after which it will be canceled. 

The giver and the primary user will both receive notification emails each time a gift fails. However, since the donations haven't processed yet, there is not a way to see failed donations in Breeze.

  • The first two emails say that the payment failed to process.
  • The third email says the payment failed to process and that this is the last notification before the gift gets canceled.
  • The fourth email says that the payment failed to process and that the gift has been canceled.

For ACH Payments, If the attempt fails, then the church is charged a $1 "returned check fee" and the recurring gift is canceled immediately.  An attempt will not be made again on ACH payments. 

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  • Hi,

    Is there a way to define an automatic end date for recurring donations (or a fixed # of monthly donations)?  We often have donors that want to make monthly contributions, but only for the next x months (to satisfy a pledge, for example).


  • @fkhan1

    Great question here! Unfortunately, there is not an automatic way to set an end date for a recurring gift. If you start one, then you have to manually end it as well. Prayerfully, this information is helpful for you!



  • We use Stripe to process transactions.  So, I don't think we can utilize the "Give Now" option.  Is there a way for donors to manage their own recurring donations?  Or does that have to be handled by an admin?

  • Hey @Greg!
    Great question! You're right, if you use a third-party giving solution then donors can only manage their recurring gifts through your third-party portal (in this case Stripe) if they have access to it. But yes, if you used Breeze Online giving (we also use Stripe on the backend), your donors could definitely manage their recurring donations inside of Breeze :)

  • Regarding modifying a recurring payment from the users end.  We have embedded the link onto our website so our members do not sign into breeze when paying.  I have a member who signed up for recurring payments but then needed to edit it and could not determine how to do so on her side.  Is there a way to do this for the member without having to sign into Breeze?  

  • Can a donor make a recurring contribution twice/month (semi-monthly)? If so, how do we set this up? Thanks.

  • @hjkatzman

    Absolutely you can! On your Online Giving page, select the "one-time gift" option and change it to "every 2 weeks." I hope this helps!

  • @Connor Alvis: Not to be nit-picky, but "every two weeks" is not the same as semi-monthly.  In a year's time you end up with 26 payments when you pay every two weeks, and only 24, when it's semi-monthly.

    @hjkatzman: If it were me, I would try having the person set up 2 identical recurring gifts - one that pays on the 1st of each month, and one that pays on the 15th (or whatever dates they chose).  

    I have a member who wants to pay quarterly, but that doesn't seem possible. *sigh*

  • @wyndwoman

    Great suggestion here! I like the way you're thinking. I think Submitting a Feature Request would be the best route to allow our team to hear this great feedback from both of you! 


  • It would be helpful to make a copy of this guidance that JUST has the instructions for donors.  There is way too much in this one article for me to expect a congregant to find just the information they need to turn off or adjust their giving.


  • @churchadmin

    Thank you for the additional feedback here! We will certainly pass that on to our moderators.

  • Hello,

    I’d like to setup recurring payments but I’m afraid I will not have the ability to manage my own recurring payment. Is there any option for me to setup an account independently of the church, so that I can manage my own recurring payments? I don’t feel much trust in using a system I cannot control. This is preventing me to schedule payments.

  • Hi @marquesed!

    Thanks for reaching out to Breeze! Great question! While Breeze does have this ability so that you are able to control your online giving, it is up to each church and organization to allow access to their congregation to have access. I would recommend reaching out to your church and letting them know you'd like to have access to this. They can help set this up for you.

    Happy Breezing! 

  • How can a donor change or stop recurring donation on his/her end?

  • Hi @iwona,

    That's a great question. The donor is able to edit their own recurring gift if they have a username and password with your church's Breeze account. If that's the case, then they can modify their donation easily by following these steps:

    1. Log into Breeze and Click on "Give Now" > "Recurring Gifts" (on the left)
    2. Click "change" next to the recurring gift you wish to update
    3. Click "Show More Options"
    4. Click "Change" next to the section you'd like to modify and make your desired changes.

    I hope that helps!

  • Yes, thanks!

  • Is there a way to get a breakdown of funds for Recurring Payments? For instance I want to know how many recurring gifts are to Offering, how many are to our debt campaign, etc...Can this be done without accessing each persons recurring payment?


  • Hey @skaraba!

    As the functionality for a breakdown of recurring payments isn't quite there yet, I think I have a workaround! It will require you to make a tag of all of your recurring givers manually. Then, use our resource Contribution Filter Report for a specific group of People to filter through that specific tag to get a fund overview and breakdown of those gifts. You can even hit "Amount" -> "Search by Sum" to get an overview of totals per person. This might also factor in some "non-recurring gifts" but hopefully will get you the information you need (maybe through Excel for some more customization!)

    I hope this helps!

  • When a recurring gift fails, in addition to the donor being notified, I also get notified, apparently because I am the primary administrator for my church's Breeze account.  Is there a place where I can change who gets notified from an admin to someone on our finance team (Treasurer)?   I looked but could not find a place nor does this help article discuss managing the administrative notification.

  • @cmakowka

    Great question! Thanks for reaching out to us concerning failed Payments in Breeze.  Unfortunately, only the Primary User will be notified of Failed payments. No other Admins can be assigned to this. We sincerely apologize for any inconvenience that this may cause! 

    Please let us know how we can continue to serve you!

  • I have a donor whose recurring donation failed this month. After the second email, I was able to get updated card info from the donor. However, I was not given the option to run the card again. Will stripe automatically process the card again now that the info is updated? Or do I need to contact the donor and ask them to initiate a one time gift? Thank you. 

  • Hey @sarahbernard

    You asked a great question about if Stripe will still do the auto process when a card is updated. This is so important to know for these types of situations! 

    To answer your question, as long as all 4 emails have not been sent from Stripe, entering that new card should process the gift! :) I see that you updated it right after the 2nd email so the next time (attempt 3) Stripe tries to process it, it should go through with the new card! It will try to process up 4 times within a 28-day period, as mentioned above. :)

    If for some reason this does not work this way, please reach out to us! We are here to help!


  • Hi Breeze team- I just followed the instructions above for Stopping a Recurring Donation from the Admin interface.  Does this stop all future recurring donations, or just the next one in the series?  Donor has requested all future ones be cancelled, and I just want to double check.  Thanks!!

  • Hi @jeff!

    This will completely cancel the recurring gift and all of its future recurring donations!

  • Is there a way or could it be possible to view what fund the recurring payment links to when you download the Excel file? For instance, I would like to know who has a recurring gift to our debt elimination fund. It would also be helpful if you could sort by last name in the Excel file. Thank you.

  • Hey @skaraba!
    You asked two great questions regarding exporting to Excel. One was asking if there is a way to view in Excel what fund each recurring payments goes too. The second question was about having the ability to sort the recurring gifts by last name. I absolutely understand how these two things would be helpful. :)
    There is a workaround to where you can get this information and sort it in an Excel document. There are a few steps to this process, so I sincerely apologize that this is not the breeziest, but I think this might get you the information that you are looking for! :)
    1. Navigate to "More" > "Contributions" > "Online Giving" > "Payments."
    2. Once you get here, click "Month" to filter by month, and then choose the month.
    3. Click "Download as Excel." This may take some time to load. :)
    4. In this file, it should have two columns titled "Is This Gift Recurring" and "Fund." You can then use the Excel Sort tool to organize this! :)
    I also want to apologize as this report does not export with a first name and last name. Fortunately, Microsoft created a super helpful video showing you how you can easily adjust the one "Name" column into two separate columns labeled "First Name" and "Last Name." The directions can be found here:
    Exporting into Excel using the "Payment" section within Online Giving is also helpful because you can see which recurring givers are covering their donor fees! :) This may be helpful to you as well!
    I know this is not the breeziest solution, but I really hope this helps provide you with the information that you requested such as funds, recurring gifts, and last names. Please let me know if you have any other questions! I am here to help! Have a wonderful weekend! :)
  • Hello Breeze Team!

    We have had an issue over the last few months. Several members have wanted to edit their recurring gifts, but didn't realize they needed to log in to do so. As people have asked the question, we have answered, helped them log in, and walked them through updating their gifts. However, we have also noticed an increase in failed recurring donations--possibly those who didn't ask the question, but just ended up canceling the gift through their bank/financial institution.

    This brings up a couple of issues:

    1. Most of our members have a number of system logins/sites to remember, and would prefer to not have to remember yet another for our church, especially when they only log on a couple of times a year.
    2. People who give through our online portal (Breeze) know where to go for that--but don't realize that they need another site in order to log in.

    Would it be possible to add a link to the giving page, something simple like:
    "If you would like to modify a recurring gift, click here."
    ...which would then lead to the account login page/contributions section on their account.

    This option would simplify the process (not only for our church, but it appears for others, too) and put it all in one place.

    Thank you!

  • Hello Sarah,

    This is Annie with Breeze Success! Its great to hear from you and thanks for asking this excellent question! I can certainly understand wanting to have a breezier way for members to create accounts.

    There is a way for there to be a "Create Account" link from the online giving page. I'd love to walk you through the steps in this video I have created for you! Click here to watch your video!

    You can also follow the same steps to post a link for them to login to their account (aka not just create an account): Click here to watch a second video!

    In addition, this article may help: Allowing Members to have an account in breeze.

    Hope this helps! Let me know if I can assist further! 


  • @Annie,

    Thank you for your response! For some reason, the above post omitted the issues I included as a numbered list. They are:

    1. Our members (and I would imagine most people) have more system accounts than they would like to keep track of, and getting them to remember that they even have an account with our church's Breeze software is difficult.

    2. In efforts to keep our website simple for guests, we have intentionally not added an "log in here" space for members. The truth is, our members in general only log in once or twice a year, and getting them to remember to go to "" when they do is difficult.

    Thanks to your help, I have added a "click to log in" option to the page. :) Check out the result:
    (Sorry; it's hard to not want to share when I get something to work!)

    I hope this helps others, as it has helped me. :)

  • Hey Sarah!

    Darcey here stepping in for Annie :)

    Super excited for you - the Give Online page looks great! Wonderful job adding the log-in option to the page!!