---
title: "Recurring"
slug: "recurring-payments-for-gifts"
updated: 2026-04-26T23:47:17Z
published: 2026-04-26T23:47:17Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Recurring

**Recurring** gifts represent a donor’s commitment to give on an ongoing schedule. You can find recurring gifts on a constituent record in the *Giving* tab. Individual payments are processed and recorded as separate gifts according to the defined frequency and amount.

> [!WARNING]
> ⚠️ To collect recurring payments in Slate, you must use [Slate Payments](/docs/slate-payments-overview).

---

## How recurring payments work

#### Form entry

A constituent enters a gift amount on a [giving form](/v1/docs/online-giving).

At the **Payment Form widget**, they select `Make this a recurring payment`.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Make this a recurring payment.png)

Recurring payment details appear, including:

- **Payment period:**In this example, quarterly
- **Recurring start date:** In this example, August 29, 2024.
- **Recurring stop date:**In this example, five years from the start date.

Donors can continue their recurring payments indefinitely, or schedule them to end after a certain period.

📅 Recurring payments can be:

- daily
- weekly
- every other week
- monthly
- every other month
- quarterly
- biannually (every 6 months)
- annually

#### Behind the scenes

When they submit the gift form, Slate creates a schedule of recurring payments up to a year in the future.

- Find the recurring gifts on the constituent record under **Giving > Recurring**.
- Select the recurring gift to open the **Recurring Payment Details**popup.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Recurring gift.png)

## Recurring payment details

In Recurring Payment Details, you can see payment details, including

- payment mode
- recurring gift status
- amount
- created date
- next payment date
- payment frequency
- payment account
- payment source
- customer ID
- number of payments to date
- number of expected total payments

Below, you can see the gift fund associated with the recurring gifts.

### **Edit recurring gift details**

Select **Edit**at the bottom of the Recurring Payment Details popup to edit:

- the amount per payment
- the frequency
- the next payment date
- the donor’s credit card expiration date
- whether the gifts are in perpetuity
- the number of total payments after which the recurring gift should end

Select **Suspend**at the bottom of the popup to permanently suspend the recurring payment.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Edit recurring gift details.png)

Changes made to the gift details, such as to the fund, the type, or its soft credits, do not apply retroactively to previous gifts. These changes appear when the next payment is processed and a new gift is created. The updated gift appears as pending until the next payment is processed.

### Edit gift fund details

Select an existing gift fund to edit its details:

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Edit Gift Fund(1).png)

### New gift

Select **New Gift** to create a new gift associated with the recurring payment:

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New gift(1).png)

After saving a new gift, you’ll notice an alert:

- `Gift amount total does not match payment total. Update gift amounts as needed.`

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Gift amount total does not match payment total.png)

Edit the recurring payment amount to reflect the new total gift amount, and the alert disappears.

### Payment statuses

This list represents the status of payments (upcoming, received), up to a year in advance.

Select a payment to view its details:

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Gift status payment detail.png)

## **Changing payment methods for recurring gifts**

While credit card expiration dates may be updated, expired credit cards will continue to auto-renew and be processed even if the expiration date has expired. Slate Payments, working with Stripe, work directly with card networks to allow these types of payments to continue to be processed without interruption. Should a donor set up recurring payments via a credit card—and the physical card expires—their recurring payments will still continue to process.

Since 2015, Stripe [has worked directly with card networks](https://stripe.com/blog/smarter-saved-cards) to ensure cards will continue to work even if a physical card is replaced by a bank. This process only stays working as long as the credit/debit card account stays open.

Should future payment details or gift information need to be updated, changes should be made by selecting the appropriate payment within the recurring payments sub-tab within the giving tab.