Trellis

Recurring gifts

How people set up a weekly, monthly or yearly gift, how they change or stop it, and what the office sees.

A recurring gift is one a person sets up once and Stripe charges on a schedule. Each payment lands in Trellis as its own gift, on the right fund and on the giver's record, so it shows on their statement.

Recurring gifts need online giving to be set up. See Set up giving.

How someone sets one up

  1. They open the church's giving page.
  2. They pick an amount and a fund.
  3. Under How often, they choose Weekly, Monthly or Yearly.
  4. They pay on Stripe's page. Stripe takes the next payment on the same schedule.

To make this one step, share a link that opens on monthly already. In Giving, Settings, on the Hand out the giving page card, choose Monthly, and copy the link or download the QR code.

Change or stop a recurring gift

A giver who signs in to Trellis can manage their own:

  1. They open Your giving (from their profile, or the menu under their name).
  2. Under Recurring, they press Change or stop next to the gift.
  3. Stripe's page opens, where they can change their card or cancel.

This works when their Trellis sign-in is matched to their record in People and the recurring gift is on that record. Trellis puts it there when they give with an email their record already has.

Someone who doesn't sign in to Trellis can ask the office. An admin opens Church settings, then Payments, then Open Stripe dashboard, and changes or cancels the gift there. Trellis picks up the change on its own.

What the office sees

  • Giving, Overview shows how many recurring gifts are active, next to the month's total.
  • On the Gifts tab, each payment from a recurring gift is marked "recurring".
  • On Your giving, a giver sees each of their recurring gifts, with its amount, how often, and its fund. If a payment failed or the gift is paused, it says so.

If the church disconnects Stripe

Recurring gifts set up on the church's Stripe account keep running in Stripe after a disconnect. Trellis stops recording them unless that same account is connected again, so manage them in the Stripe dashboard in the meantime. Gifts already recorded stay in Trellis.

Still stuck? Ask Silas

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