Manage Gifts
Edit or delete manual gifts.
- Click Giving > Contributions.
- On the Manual tab, click a batch number.
- Click
beside a gift and select one of the following:
Edit
Delete
- If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.
Manage Posted Gifts
Edit or void a posted gift.
- Click Giving > Contributions.
- Click Posted on the Manual tab.
- Click the batch number that contains the gift to edit.
- Click
beside a gift and select one of the following:
-
Edit
-
Void
-
- If you edit, make any necessary changes and click Save. If you void, select the date the gift was voided and 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.
Manage Gifts from an Individual's Profile
Edit, move, void, or issue refunds for an individual's gifts.
- At the top of any page, search an individual's name, and select it.
- Click the Giving tab on the individual's profile.
- Click
beside a gift, and select one of the following:
-
Edit— Make 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. -