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Manage Gifts from an Individual's Profile

Edit, move, void, or issue refunds for an individual's gifts.

  • You must have the Enter Gifts permission to perform this task.
  1. At the top of any page, search an individual's name, and select it.
  2. Click the Giving tab on the individual's profile.
  3. Click the ellipsis icon beside a gift, and select one of the following:
    • EditMake any necessary changes, then click Save.

    • Void— For manual gifts, enter a reason for the void. If you want to enter a gift to replace the void, click Void & Enter New Gift. Otherwise, click Void.

    • Issue Refund— For online gifts, enter a reason for the refund, and click Issue Refund.

    Note: If you edit the name or giving number of a processed online gift, the gift will move from the old contributor's giving history to the new one.