When do donation reminders need to be sent?

Overview

For recurring gifts that process infrequently (once or twice a year), Mastercard requires sending reminder emails to donors before their card is charged. 

Step 1: Understand the reminder requirement 

1. Donation reminders must be sent 3-7 days before a charge is made 

2. This requirement applies specifically to recurring gifts that occur: 

   1. Once a year (Yearly) 

   2. Twice a year (Semi-annually) 

3. The reminder serves to notify donors before their infrequent recurring gift processes 

Step 2: Create a targeted search for applicable donors 

1. Go to "Create a List" 

2. Set up search criteria that targets: 

   1. Contacts with Yearly or Twice a Year recurring commitments 

   2. Commitments scheduled to charge in the next 3-7 days 

3. Save this search to use with your automation 

Step 3: Create an automation for reminders 

1. Set up an automation using the saved search 

2. Create an email that: 

   1. Reminds donors of the upcoming charge 

   2. Includes the amount and purpose of the gift 

   3. Provides information on how to cancel if desired 

3. Schedule the automation to run daily to catch all upcoming charges within the 3-7 day window 

Step 4: Include a link to a self-service page 

1. In your reminder email, include a link to a self-service page 

2. This page should provide: 

   1. Details about the upcoming gift 

   2. The ability to cancel if desired 

3. Ensure the cancellation option is clearly visible and easy to use 

What else do you need help with? 

• Understanding Mastercard Requirements for Recurring Billing 
• How do I set up an Automation? 
• How do I create Self-Service pages? 
• When do recurring gift email confirmations need to be sent?