Automatic Monthly Giving
SIMPLIFY YOUR RECURRING GIVING PROGRAM
Never forget to process a recurring gift payment again!
Instead of having to manually reconcile your recurring donations on different days, you can set up your DonorPerfect system to automatically process gifts and update records at your donors’ preferred frequency.
This hands-free process can significantly improve impact your organization’s donor retention rate. DonorPerfect users who take advantage of Automatic Monthly Giving are typically able to retain 90% of their recurring donors.
Automatic Monthly Giving features
Improve efficiency
- Automatically process recurring payments at set frequencies
- Automatically update credit card information with Credit Card Updater
- Automatically update donor records with recurring gift data
- Process several gifts at once in manual batches (optional)
Stay informed
- Receive payment status updates via email and in-product
- Receive immediate feedback on failed credit card payments
- Send automated email confirmations to staff
- View the history of your posted gift batches
- Report on delinquencies, balances, write-offs, and more
Provide donors with security and flexibility
- Process payments with DonorPerfect Payment Services
- Store payment information securely in our PCI-compliant vault
- Accept both credit card and bank account (ACH) payments
- Let donors enroll from anywhere via DonorPerfect Online Forms
- Enroll donors on-site with the DonorPerfect Mobile app
It’s really nice to have this ‘set it and forget it’ functionality as far as monthly donations are concerned. Many of our sponsors and other donors readily go for this convenient and secure option—obviously!”
Learn More about Automatic Monthly Giving
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