Blackbaud CRM Gift Overview

When Online Giving receives its first gift of the day through a donation form, it creates a batch in Blackbaud CRM. As forms receive additional gifts throughout the day, the connection adds them to the batch. Gifts received the next day are added to a new batch.

While you can view gifts in both Online Giving and Blackbaud CRM, you manage them from different places.

Tip: Fields in the batch depend on the template you choose in Settings, Gift connection. To learn how to set up the gift connection, see Gift connection.

Note: Online Giving ignores batch workflow rules in Blackbaud CRM, such as rules that prevent editing or committing a batch while it's in a certain status. The connection adds gifts to the batch until you commit it.

One-time gifts

After you commit a batch, Blackbaud CRM creates payment records for one-time gifts. Their revenue IDs are formatted as OG-XX-YYYY.

  • XX represents the fee coverage option on the payment:

    • OP — My organization paid fees

    • DC — The donor covered fees

    • BP — Blackbaud paid fees with Complete Cover™

  • YYYY represents the payment's lookup ID in Online Giving

To view a one-time gift, open its record in from All payments under Related links in Contributions.

To make changes to a payment, such as to issue a refund, open its record in Blackbaud CRM from Revenue. For more information, see Edit a Payment in Blackbaud CRM Help.

For card transactions where the donor covered the fees, from the payment's record in Blackbaud CRM, you can edit the payment amount to refund a partial or full amount.For more information, see Edit a Payment in Blackbaud CRM Help.

For card transactions received through Complete Cover–enabled forms, from the Blackbaud Merchant Services Web Portal, you can refund the amount toward Blackbaud or the full amount. For more information, see Refund a transaction in Blackbaud Merchant Services Help.

Recurring gifts

When you receive a recurring gift, the recurring gift plan appears in a batch. After you commit the batch, Blackbaud CRM creates a recurring gift record with a revenue ID format of OG-RG-YYYY.

The following morning, a process runs and links the recurring gift in Blackbaud CRM to the plan in Online Giving.

  • If the first payment was set to process immediately, the connection adds the payment to the next batch.

  • If the first payment will process in the future, when the payment date arrives, the connection adds the payment to that day's first Blackbaud CRM batch.

After you commit a batch, Blackbaud CRM creates the recurring gift payment record and links it to the recurring gift plan.

Tip: Recurring gift payments have the same revenue ID format as one-time gifts (OG-XX-YYYY).

Warning: Recurring gift plans don't have records in Blackbaud CRM until you commit their batches. Blackbaud CRM can only link a payment to its recurring gift plan if the plan has a record in your system.

To make changes to a plan, such as to change its status, cancel fee coverage, or skip payments, open the plan's record in Online Giving from Contributions. For more information, see Recurring Gifts .

To make changes to a payment, such as to issue a refund, open its record in Blackbaud CRM from Revenue. For more information, see Edit a Payment in Blackbaud CRM Help.

Tip: Recurring gift payments appear in Blackbaud CRM with the same revenue ID format as one-time gifts (OG-XX-YYYY). XX represents the fee coverage option and YYYY represents the payment's lookup ID in Online Giving.

For card transactions where the donor covered the fees, from the payment's record in Blackbaud CRM, you can edit the payment amount to refund a partial or full amount. For more information, see Edit a Payment in Blackbaud CRM Help.

For card transactions received through Complete Cover–enabled forms, from the Blackbaud Merchant Services Web Portal, you can refund the amount toward Blackbaud or the full amount. For more information, see Refund a transaction in Blackbaud Merchant Services Help.