I had consultants tell me that it's better to close one recurring gift and open a new one when a sustaining donor increases their commitment. I can't remember why and it doesn't make sense to me.
Anyone know why they would tell me that the best practice, industry norm is close one and open another instead of just adjusting the existing recurring gift up...
THx, SB
#Nonprofit
From a Salesforce perspective, closing an existing recurring donation to create a brand-new one is an outdated workaround from legacy systems.
When working within the Nonprofit Success Pack (NPSP), especially utilizing Enhanced Recurring Donations, the platform is specifically designed to handle updates dynamically. Editing the existing installment amount and setting an effective date preserves the unbroken relationship history, maintains clean roll-up summaries, and avoids orphaned child opportunities without breaking payment tokens or schedules.
For organizations on Nonprofit Cloud, the architecture shifts to standard objects like Gift Commitments and Gift Transactions. Rather than recreating records, you manage increases directly on the active commitment record, ensuring longitudinal reporting stays intact and sparing donors or staff from unnecessary administrative friction.
