Online Help

Editing Gift Information for a Participant

If you have the appropriate permissions, you can edit a gift to change the:

  • Name that will display on the gift honor roll
  • Batch ID that groups this gift with others
  • Setting that determines if the monetary amount of the gift displays or does not display with the name on the honor roll
  • Monetary amount of the gift (cash and check gifts only)
  • Method of payment (cash, check, and unconfirmed gifts only)

If the gift is Unconfirmed, you can also change or add the contact or biographical information about the donor. For confirmed gifts, this information can only be changed directly in the contact record of the donor.

To edit information for a gift in the Gift History of a participant:

Note: If you are on the Members roster on the Team page, skip directly to Step 4.

  1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
  2. In the Process Navigator, click Manage Participants. The Participants list page displays.
  3. If the participant is not in view in the list displayed:
    1. Click the Search link. The Search page displays.
    2. Enter the information in the fields and click the Finish button. The Participants list displays with matching search results.
  4. Click View Summary from the Actions column of the appropriate participant. The Summary page displays with registration details and the Gift History list.
  5. Click View/Edit from the Actions column of the gift. The Gift Information page displays.
    Note: If the gift is unconfirmed, the Donor Information page displays and you can make changes. Click the Next button to display the Gift Information page.
  6. To change the:
    • Monetary amount of the gift (cash, check, and unconfirmed gifts only), enter the new amount in the Gift Amount field.
    • Setting that determines if the monetary amount of the gift does or does not display with the name on the honor roll, if the Yes, do not display the gift amount checkbox :
      • Contains a checkmark, click the checkbox to remove the checkmark to display the amount along with the name of the donor on the gift honor rolls.
      • Does not contain a checkmark, click the checkbox to add the checkmark to display only the name of the donor on the gift honor rolls.
    • Name that displays on the gift honor rolls, enter the new name in the Recognition Name field, or enter Anonymous. If this field is blank, the Name supplied with the donor information is used.
    • Batch ID that groups this gift with others, enter the numbers, letters, or combination of numbers and letters in the Batch ID field.
    • Method of payment for this gift, click the appropriate Payment Method radio button. Note that if you select Check, the Check Number field displays and you can enter the check number.
  7. Click the Finish button. The Summary page displays again.