We are a Banner Advancement school and we use Touchnet for our online giving. We have several donors who make recurring gifts and are looking for a better way to track those. There is a report in Touchnet but it does not provide us the information we are looking for. Does anyone have a system in place for tracking recurring they would be willing to share? We are trying to come up with a less labor intensive way of tracking our recurring gifts.
Our annual fund officer is wanting to know the recurring schedules. She has been interested in knowing how many donors we have set up for recurring payments which can change daily with some being paid in full, some cancelling their set up, and some setting up new ones.
She is looking for:
- Name of donor
- Amount of recurring gift
- Schedule of gift: First scheduled payment, what day of the month it is scheduled for, number of recurring gifts set up, and last scheduled payment
I do not know where it would be if it is in Banner. I have researched it, but am unable to find it. I would have to enter it somewhere in order to retrieve it. Does anyone know where it goes in Banner?
Thank you for the advice. I will share it with our annual fund officer.