Edit or Adjust a Gift
In web view, you can edit gift information directly from a gift's record, including its amount, gift date, subtype, post status, post date, splits, soft credits, and fundraiser credits. You can also update its donor, acknowledgement status, attachments, and custom fields.
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Gift Fundraising Details, such as its campaign, fund, or appeal
To edit these details, select Edit, Gift details from the gift record. What you can edit depends on the gift's status:
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If the gift hasn't posted, you can edit everything, including the amount, gift date, post date, and subtype.
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If the gift has posted, you can edit splits and fundraiser credits.
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If a payment transaction is linked to the gift, you can edit the gift date, post date, and post status.
To update the amount, post date, or subtype of a posted gift, including a pledge or sold stock gift, or the amount of a gift linked to a payment transaction, create an adjustment in web view to track the change for audit purposes.
To create or manage an adjustment:
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From the gift record, select the Adjustments tile.
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Create a new adjustment, or select an existing unposted adjustment to edit it.
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Make your changes and save the adjustment.