The Frequency of an auto-processing Recurring Gift Schedule cannot be adjusted once a Recurring Gift has been processed/added to that schedule. For that reason, in order to change the Frequency of a donor's Recurring Gift Schedule, the original schedule must be stopped, and a new schedule started. Once a new schedule is created, the Frequency can be adjusted as no Recurring Gift will have been added yet:
 
  1. Search for and open the donor's account
  2. Click on the blue Journal link in the account header
  3. Click on the original Recurring Gift Schedule entry to open it
  4. Click on the Schedule Information tab on the right hand side
  5. Fill in today's date for the Stop Date
  6. Click Save And-Edit at the bottom of the page; the Recurring Gift Schedule will be resaved
  7. Click on the Schedule Information tab on the right hand side once more
  8. A New Start Date field will now be available; fill in the date of the next date you'd like a Recurring Gift to process for the donor
  9. Click Save And-Go To Journal
  10. A new Recurring Gift Schedule entry will now be visible on the Journal page with the New Start Date you entered; click on the entry to open it
  11. Click on the Schedule Information tab on the right hand side
  12. Adjust the Frequency field to the frequency the donor would like to give going forward
  13. Click Save And-Go To Journal at the bottom