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The Recurring tab on the Gifts page lists every ongoing subscription. A badge on the tab shows how many are currently active.

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Reading the list

Each row shows the donor, amount, interval, status, when it started, and (if it ended) when. You can search by donor name and filter by status, interval, and contact type.

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Statuses

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Intervals

Recurring gifts run Monthly, Quarterly, or Annually.

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Add a recurring gift

Choose New Recurring Gift, then:
1

Choose the donor

Search and select the contact.
2

Set the amount and frequency

Enter the Amount and pick a Frequency (Monthly, Quarterly, or Annual).
3

Set the status

Start it as Active or Paused.
4

Save

The gift appears in the Recurring tab and counts toward your active total.

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Editing and canceling

Use the pencil to change amount, frequency, or status. If you set the status to Canceled, you’ll also set the cancellation date.
When a recurring gift is managed through Stripe, a banner says so and shows the subscription ID. For those, use Cancel Subscription via Stripe to stop future charges properly—choose end at period end (let the current period finish) or cancel immediately.
Donors can manage their own recurring gift—amount, card, or cancellation—without contacting you. See the donor self-service portal.