Edit 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.

• Gift Details

• Gift Fundraising Details, such as its campaign, fund, or appeal

• Donor

• Soft Credits

• Fundraisers

• Acknowledgements and Receipts

• Attachments

• Custom Fields

• Recurring Gift Status

• Stock/Property Gifts

To edit these details, select Edit, Gift details from the gift record. What you can edit depends on the gift's status:

• If the gift hasn't posted, you can edit everything, including the amount, gift date, post date, and subtype.

• If the gift has posted, you can edit splits and fundraiser credits.

• 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 gift that has posted, or the amount of a gift linked to a payment transaction, create an adjustment to track the change for audit purposes. In database view, search for and select the gift from Records, Gifts, and then select Adjustments to update its record.

Note: Support for editing this information directly through gift adjustments in web view will be available in an upcoming release.