Fundraising
BetterUnite recurring giving software runs a sustainer program that keeps itself running. Donors choose monthly, quarterly, or yearly gifts at checkout, failed payments retry automatically and trigger recovery workflows, and an expiring-card report shows 90 days ahead. Donors update cards, pause, or cancel in the Supporter Portal, and retention reporting proves the program to the board.
01
Monthly, quarterly, and yearly options sit on the checkout, with the card stored securely on file for every charge that follows.
02
Auto-retry handles the charge, an automated recovery workflow from Fundraising Workflow Automation handles the donor, and the record shows every attempt and why it failed.
03
Card updates, pauses, plan changes, and cancellations happen in the Supporter Portal, with no email back and forth.
04
Retention reporting and sustainer economics tracking show whether the program is healthy, in numbers the board can read.
BetterUnite auto-retries the charge and can trigger an automated recovery workflow that contacts the donor. Past attempts are logged with failure reasons so staff see exactly what happened. Most lapses are card problems, not lapsed intent, and recovery automation catches them.
Yes. An expiring-card report with a 90-day dashboard view surfaces at-risk sustainers before the failed charge ever happens, so outreach is proactive instead of apologetic.
Yes. Donors self-serve card updates, pause, plan changes, and cancellation through the Supporter Portal, with no email back-and-forth with staff, and can re-sign-up directly from expiry notices.
Monthly, quarterly, and yearly recurring gifts, selected by the donor at checkout with secure card-on-file storage.
Built-in retention reporting and sustainer economics tracking show donor retention and recurring revenue trends: board-ready numbers without a spreadsheet.
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