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 donation platform and processor. 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
  • Revenue expansion opportunities such as:
    • Adding a tribute post-donation
    • Prompt cover fees on migrated recurring plans
    • Additional P2P and one-time gift options in donor portal.
  • Most importantly, you'll delight your donors by giving them instant access to our self-service donor portal, and reducing work load on your internal team for simple requests.

Why do I still need to pay the Fundraise Up platform fee for migrated recurring/regular donors? They didn't originate with Fundraise Up.

The platform fee on your migrated recurring donors covers the following:

  1. The migration service itself - Typically, software companies typically charge between $1,000 and $5,000 for this service, depending on the number of donors migrating. Usually, the service isn't offered for smaller numbers of monthly donors (e.g. 1,000 or fewer). Fundraise Up will migrate any number, small or large, at no additional cost.
  2. Increased retention - Our donor portal retains donors longer as donors have more control over their monthly giving with more transparency.
  3. Donor portal and saved administrative time - With the donor portal and our recurring emails to donors, we're sending receipts as well as providing historical access to receipts at a click, with access to a zip file to conveniently download all receipts in one file for the year for tax reasons. This, paired with donors being able to update their own payment methods, saves many hours of work internally, as well as increases donor satisfaction.
  4. Data syncing to databases - Even though the recurring donor didn't originate with Fundraise Up, we're still responsible for not only the payments processing properly and receipt delivery, but also for the data sync with CRMs and downstream systems.

Fundraise Up does work to get donors to cover transaction costs even for migrated recurring plans via our donor portal. 

The above benefits in time and cost savings, retention, and donor experience will greatly outweigh our platform fee (that is required to allow us to innovate and serve you best.)

What is the process?

The process to migrate your recurring plans to Fundraise Up/Stripe 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 are 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/donation platforms have made the decision to charge a fee for this routine procedure that most processors don't charge a penny for. The companies we've seen support this business practice are:

-Blackbaud Merchant Services

-CardPointe

-Classy Pay

-Neon Pay

-Authorize.net

-Eway Payments

-Ezidebit

-TrustCommerce

-CyberSource

-Click & Pledge

-ProPay

 

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

-GlobalGiving

-Pushpay


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 per 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

What is the cost?

Fundraise Up provides recurring plan migration services at no-cost. However, the legacy processor may charge for their involvement.

How long does a migration take?

Migration turnaround times vary based on the cooperation of the legacy processor, as much of the process relies on them providing Stripe the relevant data needed to migrate. In some cases it can take days, and in others where the legacy processor is slow to respond, it could take months. 

Will the donor know about the migration?

We do not contact your donors. The only way they'll know that this process is occurring is if you tell them. Some organizations choose to email their donors to let them know they are upgrading systems in order to save money, and to promote access to the new donor portal, but we recommend against this as informing donors usually leads to cancellations.

What emails 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.

When will migrated donors get access to the donor portal?

Migrated donors with email addresses will get access to the donor portal when the migration is completed. Even if their 1st installment hasn't happened yet, they will still gain access.  

Should we notify our donors about migrations of recurring plans?

We don't recommend alerting donors of recurring plan migrations as it could result in cancellations. If you'd like to alert them anyway, we'd recommend framing the email in a marketing light such as mentioning the donor portal addition, upgrading services, etc. This could also serve as a "heads up" for any potential failure emails. In the event of a failure, the donor must click the link in the email and update their payment method.

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.

What frequencies can be migrated?

We can migrate daily, weekly, biweekly, monthly, bimonthly, quarterly, semiannual, and annual/yearly recurring plans.

What payment methods can you NOT migrate?

Due to Stripe limitations, we cannot migrate Canadian pre-authorized debits (PADs), and Bacs Direct Debit.

Can you migrate BECS Direct Debit recurring plans?

Yes, but this process is a bit different in that Stripe is not involved. Additionally, due to BECS regulations, you must notify your donors at least 14 days prior to the first charge that their existing Direct Debit Request (DDR) and Direct Debit Request Service Agreement (DDRSA) will be updated, and provide them this link: https://stripe.com/au-becs-dd-service-agreement/legal

Can you migrate PayPal recurring plans?

Possibly. It depends on how the PayPal recurring plans were originally set up. In some integrations, when a new recurring plan is created, a Billing Agreement is generated. Billing Agreements are agreements between the donor and you, the merchant, that allows you to charge their payment method for future, automatic payments (recurring.) If a Billing Agreement exists, we are able to migrate the recurring plan into Fundraise Up. We are the first company in PayPal's history to be able to do this. If a Billing Agreement doesn't exist, this means the recurring plans lives in PayPal as a subscription and there is no technical ability to migrate it from PayPal to Fundraise Up. If you are unsure if your recurring plans were creating with Billing Agreements, we recommend filling out a migration request so that you Migration Specialist can help.