Have you ever had a donor send you a frantic email saying that they forgot to include their class year when making their gift? Or that they mistyped their last name, and so it is spelled incorrectly on the donor list? This sort of thing is not uncommon, so we've made it easy to update donor information to ensure that your reporting and the information displayed about each donor is 100% correct and complete.
Step 1: From the 'Manage Gifts' section of your Online Giving Dashboard, select the 'Donations' tab, and search for the donor/donation you wish to update (you can search by payer name, email, or donation ID).
Step 2: Once you locate the donation you wish to update, click on the Donation ID. This will take you to a new page displaying detailed information about the donor/donation.
Step 3: From this page, you can easily update/modify any of the following data points:
- Payer Name
- Payer Email
- Whether the donor should be Anonymous
- Donor affiliation(s)
- Alumni Class, Parent Year, or Student Year
- Designation of Gift
- Advocate to be given credit for generating the gift
- Donor contact information and mailing address
- Move a gift to a different campaign
Step 4: Once you've made the updates you wish to make, click "Update Donation" at the bottom of the page. Your changes will automatically update the information displayed on the website (e.g., leaderboards, affiliation percentages, and the donor list) and in your donation reporting. (Note: Please allow a few minutes for these changes to populate across the platform.)