Edit and Reassign Donations

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If a donation needs to be edited, Giving Administrators can correct, reassign, delete, or cancel it, dependent on the donation's type. Administrators can initiate Refunds in Giving as well. 

Corrections, refunds, reassignments, and deletions are all tracked in the Giving system logs, unless a donation belongs to an in progress batch.

To add a note to explain why you made changes to a donation, click the notes button in the top of the donation. This note will be seen by Admins only.

Correct or Edit a Donation

Click Edit Donation to make changes to any type of donation.

edit donation

See the sections below for steps on how to change the different donation types.

The received date of an ACH or card donation cannot be changed.

Batch Donations (Cash, Check, and External Sources)

For a donation added through a batch, like cash, check, or payment source donations, you can change multiple parts of the donation.

cash and check donation
  1. Update the total amount of the donation for each fund.
  2. Split the donation between additional funds.
  3. Adjust the date the donation was given.
  4. Change the Payment Source used to process or track the donation.

Click Save to save your changes.

The Counted date will stay the same as the date of the batch, but the other information will change to match the changes you save.

ACH

An ACH donation can be edited to change the amount donated to each fund, but the total must remain the same.

ACH donation
  1. If the amount split to each fund doesn't match the amount donated, you'll receive an error and won't be able to save.
  2. You can adjust the donation amounts for each fund, as long as the total remains the same.
  3. Split the donation between additional funds.

Click Save to save your changes.

Card

A credit or debit card donation can be edited to change the amount donated to each fund, but the total is not changed.

Card donation
  1. If the amount split to each fund doesn't match the amount donated, you'll receive an error and won't be able to save.
  2. You can adjust the donation amounts for each fund, as long as the total remains the same.
  3. Split the donation between additional funds.

Click Save to save your changes.

Once a donation is edited, the changes show in the donation's Adjustment History at the bottom of the donation record.

adjustment history

Reassign a Donation

If you have a donation that was attributed to the wrong donor, you can reassign the donation to the correct donor's profile.

If you are entering checks with a check reader, and the reader gives you a name different from what's on the check, reassign that donation right when the check is read by selecting Associate New Donor.

To reassign an existing donation, click Change Donor.

change donor button

Type the name of the donor you're reassigning the donation to, and select their profile from the list.

choose new donor

Click Change Donor to finalize the change.

If you find that you have two donor profiles belonging to the same person, you can merge them.

Delete a Donation

Donations added from Batches (Cash, check, and external sources) can be deleted at any time using the Delete Donation button.

delete button

Card and ACH donations cannot be deleted. Card donations can be refunded, and ACH donations can be canceled or refunded. 

Cancel an ACH Donation

ACH donations cannot be deleted, but they can be canceled within a two hour window of when the donation was given.

Click Cancel to stop the donation from being processed, and remove it from the donor's profile.

After two hours, the donation will begin processing and cannot be canceled. Once the transfer to Stripe has begun, however, it can be refunded.

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