Edit Donations

Employees can edit some donations from My Giving. Donations can only be edited when they have certain statuses. Not all donation fields are editable.

Edit a Donation

1. From My Giving, select the Action icon next to the desired donation.

2. If the donation is editable, select the Edit option.

3. Make any allowed changes.

4. Select Save Changes.

Donation Edit Eligibility

For the employee's donations:

• Credit card donations: Credit card donations cannot be edited.

• Offline donations: You can edit offline donations with the Recorded status as long as the donation is not tied to a match currently in processing.

• One-time payroll pledges: You can edit upcoming one-time payroll donations from Scheduled .

• Recurring payroll pledges: You can edit recurring payroll pledges from Scheduled as long as your pledge is active. Your edits will apply to the next upcoming deduction and any future deductions.

For any donation matches:

• Credit card or offline donations: You can edit matches for credit card and offline donations if they have the Awaiting Approval, Resubmit, or Pending statuses.

  Note: In reporting, such as the All Giving Report, the Awaiting Approval status appears as Applied.

• One-time payroll pledges: You can edit matches for upcoming one-time payroll donations from Scheduled.

• Recurring payroll pledges: You can edit matches for recurring payroll pledges from Scheduled as long as your pledge is active. Your edits will apply to the next upcoming deduction and any future deductions.

Note: If a Giving Campaign restricts editing, you will not be able to edit any payroll pledges or matches associated with this campaign.