Matching Pledged Recurring Donations

NPSP creates a number of child opportunity records under each recurring donation with a status of Pledged.

When a recurring donation is processed in the connected platform, MoveData will search against those pledged child opportunities to find the matching pledged child donation. We do this using a date offset which uses a default of +-5 days (value configurable in settings). If a match is determined MoveData will update the stage to Closed Won, else MoveData will create a new opportunity under that recurring donation.

The reason for using a date range is because NPSP generates the date of the pledged opportunity based on the recurring donation record, and over time subsequent donations may be received in on different dates due to payment processing errors (e.g. insufficient funds, etc).

Pledged Opportunity DateDonation DateMatch Determined

15-Jan

15-Jan

Yes

15-Jan

10-Jan

Yes

15-Jan

20-Jan

Yes

15-Jan

28-Jan

No

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