You will need the Limited Write Contributions permission to add a recurring schedule on behalf of others. You can always add a new recurring schedule for yourself. There are two ways to start the process of adding a new recurring schedule.
Note: Recurring schedules are charged on the morning of their scheduled date.
You can initiate a donation in one of two ways.
1. From a Person's Profile
Navigate to the person's profile (which, if doing personally, would be your own profile) and click on the "Giving" tab. Then click on the "Schedules" sub tab. From here, click on the "Add New Schedule" button. You will be redirected to the giving portal with the person automatically loaded at the top.
2. From the Giving Portal
Click on the "Visit Giving Portal" button on the right-hand side. Next, search for the person you would like to create the recurring schedule for. If you leave it blank, it will be for you.
Enter the amount and designation you would like to contribute to. You can add or remove split designations by clicking on the plus or minus signs at the end of each line.
Next, select the "How often?" dropdown and set it to "Recurring".
Once this is selected, the portal will expand to include the scheduling options.
You have the option of setting your giving occurrences to:
Weekly
Bi-Weekly Bi-Monthly
Semi-Monthly (1st and 15th of each month)
Monthly
Quarterly
Semi-Annually
Annually
Once this is selected, you have the option to select the specifc day of the week or month as relevant, excluding the Semi-Monthly option as the day of the month is already decided.
Once the schedule is set, you can choose the relevant start date with the "Starting on" drop-down.
In the "Until" dropdown is the last day the schedule will run. This defaults until canceled, which means the schedule will run until manual cancellation.