1. Breeze Church Management
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  4. Associations / Recurring Giving

View and Modify Recurring Donations

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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 "Giving" > "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 "Giving" > "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 Section, use 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 transaction to when you deleted the fund. See the 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 "Giving" > "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 

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Export Recurring Donors

  1. Navigate to "Giving" > "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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