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Answer a recurring gift change request

A donor changing a monthly gift is a moment to stay close. A fast, kind reply often keeps the gift going at a new level.

Last reviewed

Thank them for giving

Start with thanks for what they have already given.

Confirm what they want

Check the new amount, date or pause length.

Make the change or say how

Do it now, or give the exact steps and timing.

Say when it takes effect

Tell them which payment is the first affected.

Offer a lighter option

Mention a lower amount or a pause instead of cancelling.

Confirm in writing

Send a short note once the change is done.

Questions

Should we ask why they are reducing?

Only if it is easy to answer. A short, optional question is fine.

What if they cancel instead?

Honour it quickly and thank them. Never make it hard.

Can the AI handle gift changes?

It can explain options. Changes should be made in your donation system.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.