Transfer recurring donations from one form to another | Voters

Transfer recurring donations from one form to another

under review

Johan Pijnenborg

As an admin, I create campaigns and during the fundraising period, I receive recurring donations. However, when the campaign comes to an end, I need to transfer these recurring donations to other forms. Right now, it's not possible.

Created by Matheus Martins

November 8, 2021

Kaleb Kwest

The goal for me buy purchasing GiveWP was to lower the amount of work I need to do and streamline the process. Now, in order to show my overall progress, I need to manually enter reoccuring donations from previous forms which is making this process more time and energy consuming than just using the PayPal form.

I use GiveWP like an internal, yearly GoFundMe so creating new yearly goals is important to me. Without this feature, by using and paying for GiveWP I'm creating more work for myself every year.

Allan Miller

I've long wanted this feature, too. We publish a new donation form every 6 months for "general support" and for "youth ministry" - each with a donation goal for that half-year period. When donors start their recurring donation for one of those forms, it eventually gets outdated when the next version of the donation form rolls around in January or in July and then we have recurring donations applying toward a "retired" form. I am currently having to manually move them in the database and then run "recalculate form totals" so that the recurring donations continue to apply to the latest half-year period and counting against the current goal thermometer. It would be amazing if we had a way to transfer a recurring donation to another form so I can reroute a recurring donation once to its new form instead of every time the payment comes in.

Ben Meredith

marked this post as

under review

This is an interesting feature request, and I'm not exactly sure what the end goal is. Is it for recording purposes that you need to change the form associated with a subscription, or something else?

We'll keep an eye on this feature request, but it currently seems a bit of a niche request, and we'll need a lot more interest in it.

johan pijnenborg

Ben Meredith: Hi Ben, I am happy to elaborate on the end goal of this request. Our charity works towards a big goal project which exists of different phases. For each phase we make a separate form with the corresponding donation goal and when that goal is reached we start raising money for the next phase. However we gained a lot of monthly donors in Form X of which te goal is now reached. So currently we are raising money for the next phase in Form Y towards a new donation goal for which the subscription donations in Form X are not counting. I could not find a working automatic or a manual way to transfer the subscription donors to the new form where they would also count towards the donation goal. I understand this feature is not yet available and hope this clarified the problem. Could you suggest a viable workaround until this will potentially be a feature of GiveWP?