Migrating recurring plans to Fundraise Up

Elevate your recurring donor's experience and manage all of your recurring plans in a centralized location

What is a recurring migration?

A recurring migration is when you consolidate your recurring plans into a single platform. Generally speaking, it consists of moving payment tokens, such as credit card and/or bank account information, from one payment processor to Fundraise Up's processor Stripe. Legally, payment processors can only provide payment tokens to other PCI-compliant vaulted processors. They cannot send you a spreadsheet or email with these details for security reasons. Our migration process ensures everyone stays PCI-compliant.

Why migrate my recurring plans to Fundraise Up?

One of the many reasons why organizations choose to use Fundraise Up is for our ability to migrate recurring plans that are managed by another platform into Fundraise Up/Stripe — at no cost. We make the process easy and ensure a seamless transition without the donor even noticing!

Here are some of the primary benefits to migrating your recurring plans to Fundraise Up:

  • Our donor portal retention technology offers options to donors who are seeking to cancel such as skipping a payment, or decreasing their donation amount.
  • Centralize your accounting and reporting, and reduce administrative costs by having to maintain your recurring donors in multiple platforms.
  • Stripe's automatic credit card updater ensures that donor's payment methods are always up-to-date and reduce card declines
  • Stripe's revolutionary anti-fraud detection platform Radar
  • Most importantly, you'll delight your donors by giving them instant access to our self-service donor portal.

What is the process?

The process to migrate your recurring plans to Fundraise Up varies depending on what platform is currently managing the plans and what processor you're coming from. Please submit a migration request to receive instructions specific to your configuration.

Think of the process as a handshake that needs to be facilitated between your legacy payment processor and Stripe. The legacy processor will send an encrypted file containing all of your donor's payment information to Stripe. Stripe will import this file into your Stripe account. Then, you will provide Fundraise Up some data from the platform that manages the recurring plans such as donation amount, email address, date, and time, so that we can re-create the recurring plans in your Fundraise Up account. We then "connect" the newly created recurring plans with the matching donors/customers that Stripe imported.

 

Fundraise Up cannot complete a migration until your donor payment tokens have been released by your current payment processor, and imported by Stripe. We believe your donor payment tokens is your data, and you have a right to this data. Generally, payment processors are willing to support migrations to and from other providers. Occasionally this isn't the case, and it can be quite difficult to migrate your data to a new service.

When communicating with your legacy processor, you may need to be rather firm in asserting your rights to your data and try multiple customer service representatives if the first isn't helpful. This isn't to say they won't be immediately helpful, but some processors are unfortunately more reluctant than others. As a final measure, it can sometimes be helpful to involve your legal team or let them know that's the next step should progress not be made.

 

Some payment processors, for one reason or another, have unfortunately decided to charge a fee for this otherwise simple, routine procedure that most processors don't charge a penny for. The payment processors we've seen support this business practice are:

-Blackbaud Merchant Services

-CardPointe

-Classy 

 

Some payment processors outright refuse to release your donor data and refuse to cooperate with any sort of migration. They often point to an internal policy or some other self-imposed limitation that prevents them from helping.  Due to their unwillingness to participate, migrations are not possible from the following processors:

-Network For Good

-ActBlue

-MinistryLINQ / CashLINQ


To initiate a migration, please provide us with some details on the form linked below. If you're migrating from multiple processors, please submit a request for each processor.

After a brief review of your request, we'll assign a Migration Specialist to assist you through the process, and then they'll email you regarding next steps.



Frequently Asked Questions

Will the donor know about the migration?

We do not contact the donors. However, some organizations choose to email their donors to let them know they are upgrading systems and that they now have access to the donor portal.

What email will be sent to the donors?

If their payment is successful, the donor will receive the "Recurring Installment Receipt" email and if the payment fails, they will receive the "Recurring Installment Failed" email unless you've disabled them. We DO NOT send the "Recurring Plan Scheduled" email when the recurring plan is created via a migration.

Will I lose any revenue during the switch?

During the migration process, there's a time when you'll be instructed to stop processing the recurring plans via the old processor so that we can migrate them to Fundraise Up. During this transition period, there may be some installments that were scheduled to be charged, but don't worry, we back charge those donors who were supposed to be charged during the transition period to ensure that you don't lose any revenue. All subsequent installments will occur at their regularly scheduled time.

Some failed payments are expected post-migration, and they're usually from naturally occurring incidents such as a lost or expired card or insufficient funds. We provide the decline codes on the donation record, but if you're wanting to see a more in-depth description of each code, then click here.

What currencies can be migrated? 

Any of the 135+ presentment currencies that Stripe supports. Click here to see the full list.

Can you migrate PayPal recurring plans?

Yes! In fact, we're the first company in PayPal's 20+ year history to perform a migration.