Recurring gifts and statements
Monthly giving, failed cards, and year-end statements.
4 min read · 3 steps
Recurring
A giver sets this up on the public page if you allowed it. Give → Recurring lists active gifts. A failed charge shows there and, if you enabled recovery, the giver is notified.
Statements
Give → Statements. Configure the statement design and date range, then send or download. Each giver gets their own statement; a couple whose giving is linked (Give → People → Link couples) gets one joint statement, so nothing is counted twice.
A giver’s own record
Donors can open /my-giving with their login to see their own gifts. They never see anyone else’s.