Gifts Overview

From Gifts, Overview, you can track charitable giving from your constituents.

Select Add to add a single gift, batch of gifts, or use the new grid batch to create a batch.

Note: Don't have the new grid batch yet? Expect its wider release in a future update.

Under Related Links, you can:

  • Create batch templates to load predefined fields into a new batch. For more information, see Gift Batch template.

  • Create and manage gift batches. For more information, see Gift Batches List.

  • Review gifts. For more information, see Gift Records.

Under Settings, Online data review, you can review transactions that come through donation forms and link them to existing constituent records or create a new constituent. For Blackbaud Donation Forms, you can choose to use Online data review to review gifts under Needs attention before they are placed in a batch. If there are duplicate constituents, this helps you match the gift with the appropriate one. To set your review preference, select Online data review under Related Links. For more information, see Online data review

Note: Gifts made though donation forms at the end of the day may be included in the next day's batch if Online data review is set to automatically match constituents.

Under Unapproved batches, you can see the list of batches that haven't been approved yet. Select a batch's ellipses menu to edit the gifts, the batch details, delete the batch (if it doesn't have any gifts in it), or edit it in the new grid view. For more information about working with batches, see Gift Batches List.

Gifts received from other sources, such as automatic recurring gifts, donation and event registration forms, and JustGiving are automatically placed in unapproved batches.

Gifts automatically placed into unapproved batches are based on source, date, payment method, and payment configuration. After gifts are in a batch, you can approve it.

Note: Gifts made though donation forms at the end of the day may be included in the next day's batch if Online data review is set to automatically match constituents.