Update recurring donor status from new donation record
Update recurring donor status from new donation record
You miss recurring donor flags when monthly gifts aren't linked across accounts, delaying stewardship and renewal outreach. Add recurring status so gift officers can prioritize stewardship same day.
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Overview
If monthly gifts aren't recognized, donor stewardship falls behind and renewal opportunities are missed. This flow tags donors with a configured recurring status and updates your tracker so gift officers can act on those leads the same day.