Gifts Overview

From Gifts, Overview, you can manage your gift batches and review duplicate gifts before they're placed in batches.

Add a single gift or batch

Select Add, then select Add a single gift or add a batch of gifts to add several gifts at once.

Review unmatched duplicates from online gifts

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. For more information, see Online data review

Manage gift batches and gifts

Under Related Links, you can:

• Create batch templates to load predefined fields into a new batch.

• Create and manage gift batches.

• Review gifts and manage their records.

Note:  Batches created in the database view do not appear in the web view. However, once a batch is approved, its gift records appear in both views.