Confirming Gifts from the Unconfirmed Gifts List

If you have the appropriate permissions, you may be able to view the Unconfirmed Gifts list and confirm that the organization has received cash and check payments or reject the gifts that have not been received or are duplicates of others.

If the Confirm all gifts option is enabled, you can confirm all gifts at one time. You may need to individually reject the appropriate gifts first and then use this option.

To help keep track of the gifts you confirm, you can set up a Batch ID that will be recorded in the transaction information of the gift.

To confirm or reject gifts in the Unconfirmed Gifts List:

1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
2. In the Process Navigator, click Confirm Gifts. The Unconfirmed Gifts list page displays.
3. To group all gifts you confirm here into one batch:
   1. In Related Actions, click Enter Batch Information. The Set Batch ID page displays.
   2. Enter the letters and numbers for your Batch ID and click Finish. The Unconfirmed Gifts list page displays.
4. To confirm gifts:
   • Individually, match the information to a gift in the list and click Confirm from its Actions column. The gift is removed from the list.
   • Or, all at one time, click Confirm all gifts from Related Actions.
5. To remove a gift, click Reject from its Actions column. The gift is removed from the list.