The main function of the Status field is to determine whether you can apply or generate gifts from the recurring gift template or pledge. The status can be Active, Held, Terminated, or Completed.

NOTES:
  • The gift status field on a Pledge is added when the RE:EFT module is present. If the RE:EFT module is not present, then the gift status field is present only on recurring gifts.
  • The gift status field is important using the RE:EFT module. The gift status must be set to Active on the recurring gift/pledge in order to automatically generate transactions/payments in Batch.

To change the gift status:
  1. Open the recurring gift or pledge record (not a payment record with "pay-cash" in the Gift Type field)
  2. Select the desired gift status
  3. Click Save and Close

The four status values and what they mean are:
  • Active means that the program can generate cash gift records and apply payments to the recurring gift/pledge.
  • Held means the recurring gift/pledge is temporarily inactive. This status is handy to denote when a donor decides need to hold, or pause, their support temporarily due to personal or financial causes. In this status, you cannot apply payments or generate transactions towards that recurring gift/pledge.
  • Terminated means that the recurring gift/pledge was ended but it did not complete as expected. For example, if a donor continually misses payments, provides bad credit card info, and/or has direct debits that bounce and your organization decides to stop accepting donations from them, or the donor contacts you to stop support before the full recurring gift/pledge was received. In this status, you cannot apply payments or generate transactions towards that recurring gift/pledge.
  • Completed means that the recurring gift/pledge has been fulfilled successfully. For example, a donor has supported your organization on a recurring gift for a while but needs to end/change their support, or a pledge has been paid in full. In this status, you cannot apply payments or generate transactions towards that recurring gift/pledge.