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.

Edit Gift Details

To edit these details, select Edit, Gift details from the gift record. What you can edit depends on the gift's status and whether a payment transaction is linked:

  • If the gift hasn't posted and isn't linked to a payment transaction, you can edit everything, including its amount, gift date, post date, and subtype.

  • If the gift has posted, you can edit splits and fundraiser credits directly from the gift record. To update other fields on a posted gift, create an adjustment.

  • If a payment transaction is linked to the gift, you can edit its gift date, post date, and post status. You can't change the amount of a gift associated with a payment transaction, except by issuing a refund.

Adjust a Posted Gift

When a gift is posted, you can create an adjustment in web view to track changes for audit purposes without altering the original record. What you can adjust depends on the gift type:

  • For adjustable non-sold stock gifts, including pledges and pledge payments, you can adjust splits, amount, and subtype.

    Note: You can't adjust the amount of a gift linked to a payment transaction. To change the amount of a transaction-backed gift, you must refund it.

  • For sold stock gifts, you can adjust the broker fee and sold stock value.

  • For pledges, you can also adjust the installment schedule.

  • For pledge payments, you can also adjust the installment payment applications.

Add an Adjustment

When a gift has no existing adjustments, the Adjustments tile does not display on the gift record. To add the first adjustment, start from the relevant edit screen:

  • Non-sold stock gifts (including pledges and pledge payments): Select Edit, Gift details from the gift record, make your changes, and include an adjustment with your edit.

  • Sold stock gifts: Select Edit on the sold stock details tile, make your updates, and include an adjustment with your edit.

  • Pledges: You can create an adjustment by selecting Edit, Gift details from the gift record, or by selecting Edit on the Pledge schedule tile.

Manage Existing Adjustments

Once a gift has one or more adjustments, the Adjustments tile appears on its record.

  • To edit a pending (unposted) adjustment, select its context menu (...) on the Adjustments tile to open the adjustment form and make changes.

  • Posted adjustments remain on the tile as a permanent audit trail of historical changes.