Gift Details

When you add or edit a gift, you can save several amounts beyond its total, to track how it applies to your fundraising efforts or who to credit for its acquisition.

What you can edit depends on the gift's status and whether a payment is linked to it, as Edit a Gift explains in detail.

Receipt amount

Under Acknowledgements and Receipts on the gift's record, you can view the receipt amount, which is the gift amount minus the value of benefits the donor received.

Total benefit amount

When you edit a gift's amount, you can view the total benefit amount. It is the sum of the benefits associated with the gift. The gift amount can't be less than the total benefit amount.

Tip: To edit a gift's benefits, select Benefits under Gifts on its record in database view.

Gift split amount

Under Fundraising details on the gift's record, you can view how its total amount applies across separate campaigns, funds, and appeals, the same splits covered in Split Gifts.

Note: When you change a gift's amount, its split totals update to match.

Soft credit amount

Under Soft Credits on the gift's record, you can view its soft credits, which recognise someone other than the donor, such as a spouse or family foundation, for part or the full amount of the gift.

Fundraiser credit amount

Under Credited to on the gift's record, you can view each fundraiser, such as a board member, gift officer, or volunteer, credited with the acquisition of part or the full amount of the gift, as described in Fundraisers.

On a gift's record, you can update its total amount, gift date, subtype, post status, post date, splits, receipt amount, soft credits, and fundraiser credits, depending on the gift's status.

Edit Gift Details

1. On the gift record, select Edit, Gift details.

2. Update the amount, gift date, subtype, post status, or post date. You can update the amount only if the gift hasn't posted and isn't linked to a payment transaction.

   Note: The total amount can't be less than the total benefit amount.

3. To change the amount of the gift on its receipt, select Change receipt amount.

4. To support multiple fundraising efforts with the gift, select Edit gift splits under Gift splits and choose how much to apply to each. For more information, see Split Gifts.

5. To choose who influenced the donor to give the gift and how much of it to recognise them for, add or delete a soft credit under Soft Credits.

   • To add a soft credit, select Add a soft credit, search for and select who to credit, and enter how much of the gift's amount to recognise them for.

   • To remove a soft credit, select its Delete.

6. To choose who to recognise for cultivating the gift, such as staff or board members, and how much credit they receive, add or delete a fundraiser credit under Credited to.

   • To add a fundraiser credit, select Add a fundraiser credit, search for and select who to credit, and enter how much of the gift's amount to recognise them for.

   • To remove a fundraiser credit, select its Delete.

7. Select Save.