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.

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

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:

Automatic gift batches

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

To help you locate which batch the gifts are in, the gift batches are grouped by source, date, payment method, and payment configuration. If the batch contains no exceptions, you can approve it and create gift records.

Note: While gifts received through event registration forms typically appear in a batch within minutes, in some cases, they may take up to several hours to appear.

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.

By default, only unapproved batches appear under Gift management. To view approved batches, select Gift batches under Related Links. Next, select Filter and clear Hide approved batches. For more information, see Gift Batch 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.