Managing Commitments

A commitment is a donor who has agreed to give on a recurring basis and automatically give through their payment method saved on file.

The commitments area can be found within the Finance tab in the navigation bar.

Within the commitments area, you have:

  1. Search - Search by name, amount, and more to find the commitment you're looking for.

  2. Filter - Filter commitments by status, card expiration, and start and end dates

  3. Actions - You can click to view/edit contributor information and to Activate or Deactivate (Cancel) a commitment.

  4. Export - Export your data to a CSV spreadsheet that can be used for reporting