Give the next staff owner a usable recurring-gift handover
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Hand over responsibilities, authorized access and unresolved cases—not shared passwords or an unexplained export.
Handover
Leave a usable next step.
Transfer responsibility, assess migration and compare platforms only when needed.
Transfer responsibility, assess migration and compare platforms only when needed.
5 practical guides
Choose the question closest to yours.
New to the topic? Begin with the first guide. Otherwise, go straight to the question you need to answer.
Plan a provider-coordinated migration, not just a CSV transfer
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Contacts and historical gifts are not the same as active payment instructions. Obtain a specific provider-to-provider plan before promising continuity.
When a clearer process is enough—and when to compare platforms
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Keep an adequate system when the problem is ownership or procedure. Compare platforms only against a written requirement your current setup cannot meet.
4aGoodCause for recurring-gift administration: a documentation-led review
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Consider 4aGoodCause when a small nonprofit needs a joined-up recurring-gift workflow and support. Verify processor fit, migration scope and total cost before deciding.
4aGoodCause or Donorbox: compare the recurring-gift workflow
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Compare the administrative task and charging model, not a headline claim about which platform raises more. Both deserve a requirement-specific check.