As we will be off boarding from Fundraise up, here are the steps we need to follow to migrate our recurring donors to Gr4vy from Fundraise up.

Overview of Export Migration Process This guide outlines the steps required to safely migrate payment methods and recurring donations to another platform while ensuring continuity of service.

Step 1: Update your new vendor ● Notify your new vendors about the upcoming changes to recurring transaction processing ● Request their data requirements and ask them to assign a manager to your migration

Step 2: Payment Method Migration Different payment methods require different handling: Credit Cards and ACH ● Connect your new payment processor with Stripe to import encrypted payment tokens from Stripe ○ Check the payment data requirements with the new payment processor ○ Request data migration export with Stripe (make sure to add new payment processor contacts in the form) https://support.stripe.com/contact/email?topic=migrations Apple Pay and Google Pay Considerations <aside> Important: Apple Pay and Google Pay payment methods cannot be migrated between payment processors due to intrinsic technical limitations. For these payment methods: </aside> ● Keep existing recurring plans on Stripe ● Use the Stripe subscriptions object to continue processing these specific payments ● Create new recurring plans in your new platform for future donors PayPal ● Pull Billing Agreement IDs from your PayPal account or CRM and match them with the recurring plans data from Fundraise Up.

Step 3: Export Recurring Plans Data Export all necessary payment and recurring donation data to prepare it for the import to the new platform: ● Export complete list of recurring plans including donation amounts, frequencies, and next billing dates ● Prepare a mapping strategy of recurring plans and payment methods to ensure seamless transition (you can pull the transaction exports from Fundraise Up and Stripe, to map the recurring plans with Stripe customer IDs). Step 4: Testing and Validation ● Verify test transactions with migrated payment methods ● Confirm recurring billing dates and amounts match original schedule ● Test supporter notifications and receipt delivery ● Prepare communications for the donors about the changes they will experience during/after the migration. Step 5: Schedule a Migration ● Reach out to FRU to schedule cancellation of the plans ● Make sure your new vendor is aware of the cut off date to avoid missed installments or double charges. Timeline Considerations ● Allow 4-6 weeks for complete migration process ● Schedule migration between billing cycles when possible ● Plan for overlap period to ensure no disruption in processing Critical: Do not disable the original payment processing until all migrations are confirmed successful and validated