This article will walk through the actions available on a current recurring grant series. If you wish to set up a new recurring grant series, go to Recommend a Recurring Grant Series.
*Please note, changes to a recurring grant series may not affect the next scheduled grant, as recurring grants begin processing 30 days before payment date. Please contact Donor Care if changes to a recurring grant series need to be implemented in less than 30 days.
STEP 1
From the dashboard, select the "Grants" tab from the fund dropdown on the left navigation (highlighted below). In the "Recurring Grants" section, users can select to view the grant series they want to adjust on the "Active" tab if the series still has scheduled or pending grants or "Expired" tab if the recurring grant series has already ended. These tabs are located at the top of the Recurring Grants section (highlighted below).
STEP 2
On the recurring grant series you want to edit, select the three vertical dots on the right of the series listing (highlighted below). Click "Edit Recurring Grant" to open the grant series form.
STEP 3
Editing Amount
- Under the Amount portion of the recurring grant series form, adjust the amount as desired.
Editing Timing:
- *If a change needs to be made to the date the grant will be paid, please contact donor care.
- Under the Timing portion of the recurring grant series form, adjust the repetition of the recurrence (Every Other Month, Bi-Annually, etc.) as desired. Users can also adjust the End timing of the series to "Never" to keep the series going endlessly, or to a specific date, or after a specific number of occurrences.
Editing Grant Purpose Notes:
- Under the Purpose portion of the recurring grant series form, adjust the purpose notes (ex. “In support of missionary couple Frank and Diana, ID#1331”).
After making the selections desired, including Special Recognition, and verifying the details of the grant, click "Review" and "Submit."
*Please note, changes to a recurring grant series may not affect the next scheduled grant, as recurring grants begin processing 30 days before payment date. Please contact Donor Care if changes to a recurring grant series need to be implemented in less than 30 days.
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