Gift Batch Records

To open a gift batch, from Fundraising, Gift management, select its batch number in the list. On the gift batch record, you can:

  • View and edit summary details about the batch, including the batch number, description, expected number of gifts, and expected batch total.

  • View and manage all gifts in the batch, including details about each.

    Tip: To find a specific gift, enter keywords, such as the constituent's name or fund, in the search field.

  • Move gifts from one unapproved batch to another.

  • Track the batch's approval and fix any exceptions that prevent the committal of its gifts.