Refund a Gift

You can refund a gift in the web view when it's:

  • Added through the web view, a donation form, or an online registration form for an event,

  • Paid by credit card within the last 365 days, and

  • Processed through Blackbaud Merchant Services.

Tip: To refund direct debit payments made within the last 90 days, use Blackbaud Merchant Services Web Portal. To track the changes for audit purposes, from the gift record, select Adjustments to create an adjustment.

After a refund:

  • The amount of the gift adjusts to $0.00, and

  • The refunded amount returns to the donor's original payment method.

To refund a gift:

  1. Find the constituent whose gift you want to refund.

    • Use Search to find the constituent,

    • Create a list of constituents from Constituents, Constituent lists, or

    • Create a list of gifts from Gifts, Gift lists.

  2. To navigate to the gift record:

    • From the constituent record, under Giving history select the gift amount.

    • From a gift list, select the gift amount.

  3. Select Refund.

    Tip: To learn more about fee cover refunds, see Refund Fee Coverage.

  4. Under Notes, you can add more details about the refund.

    Note: Notes that you enter display on the adjustment record in the database view.

Partial Refunds

A partial refund occurs when only part of the original payment is returned to the constituent, instead of the full amount. This happens when:

  • You only refund the Complete Cover™ amount of a gift in Raiser's Edge NXT.

  • You refund only a portion of a gift through Blackbaud Merchant Services Web Portal.

Note: After a gift is partially refunded, the remaining balance can't be refunded in Raiser's Edge NXT.