Editing or pausing a plan

Last updated: April 23, 2026

Overview

Recurring donation plans in WeGive can be edited or paused at any time from the plan's detail page. Editing lets you change the amount, schedule, payment method, fund, and other attributes. Pausing temporarily stops charges without losing any of the plan's configuration, and you can either resume manually or let WeGive resume the plan automatically on a date you choose.

Opening a plan

From the dashboard, navigate to Recurring Plans and click any plan to open its detail page. The detail page shows the plan's current status (Active, Paused, Closed, or Missing — the latter indicates there's no valid payment method on file, which typically applies to offline plans), plan summary, upcoming charges, and past transactions. Edit, Pause, and Resume actions are all initiated from this page.

Editing a plan

Open the plan and choose Edit to open the edit form. The following fields can be updated:

Payment

  • Amount — the recurring donation amount.

  • Cover fees — toggle whether the donor covers processing fees. The fee amount recalculates in real time when you change the amount.

  • Payment method — choose an existing card or bank account on file, edit the details on an existing method, or add a new one.

Schedule

  • Frequency — how often the plan charges (daily, weekly, monthly, etc.).

  • Next charge date — the date of the next scheduled charge. Changing this shifts the full schedule forward.

  • End date — an optional date the plan will stop automatically. Leave this blank for an open-ended plan.

Categorization

  • Fund — the primary designation for the plan's gifts.

  • Fund allocations — if fund allocations are enabled on your organization, you can split each gift across multiple funds.

  • Campaign, Checkout, Fundraiser, Campaign Fundraiser — associate the plan with these records for reporting and attribution.

  • Payment type — mark gifts as tax-deductible donations or as service revenue (non-deductible).

Other

  • Anonymous — hide the donor from public-facing displays.

  • Custom fields — any org-defined custom fields on the recurring plan record.

Save your changes to apply them to all future charges. In-flight charges that have already been initiated are not affected.

Pausing a plan

Pausing stops all future charges without losing any of the plan's data. From the plan's detail page, choose Pause and select a duration:

  • Pause indefinitely — the plan is paused until you resume it manually. No resume date is set.

  • Pause for 1 month

  • Pause for 3 months

  • Pause for 6 months

For timed pauses, you can choose whether the resume date is calculated from today or from the plan's original next-charge date. The plan's status will display as Paused, and the resume date (if any) is shown on the detail page. When the resume date arrives, the plan automatically returns to Active status and will charge on its next scheduled date.

What pausing preserves

  • Amount, frequency, and end date

  • Payment method on file

  • Fund, campaign, and fundraiser associations

  • Custom fields, anonymous setting, and tax-deductible flag

Because none of this data is cleared, resuming a paused plan brings it back online with the same configuration it had before the pause.

Resuming a paused plan

To resume a paused plan manually, open the plan and click Resume. The plan returns to Active status and the next charge will run on the plan's next scheduled date. You don't need to re-enter payment details.

Pause vs. cancel

Pausing is reversible — the plan stays in the dashboard and can be resumed at any time. Canceling (or letting a plan reach its end date) moves the plan to Closed status. Closed plans keep all of their transaction history for reporting, but can no longer be resumed; the donor would need to start a new plan.

Tips

  • If a donor asks to "skip a month," edit the Next charge date rather than pausing — this preserves the rest of the schedule.

  • If a donor's card is expiring, use the Payment method field to update or add a new method before the next charge.

  • A plan in Missing status has no payment method on file (usually an offline plan) and won't automatically charge until one is added.

  • If fund allocations aren't showing as an option, ask your WeGive admin whether fund allocations are enabled for your organization.