Updating Donor Information

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.

How to Update Donor Information

Step 1: Access the Manage Gifts Section

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: Open the Donation Details

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: Make Your Updates

From this page, you can update:

• Donor name (first and last)
• Email address
• Mailing address
• Phone number
• Affiliation information
• Class year
• Custom field responses
• Designation selection

Step 4: Save Changes

Once you've made your updates, click Update Donation at the bottom of the page to save your changes.

Important Notes

Processing Time

It may take a few minutes for these updates to show up everywhere on the platform, including:

• Campaign donor lists
• Tax receipts
• Email confirmations
• Reporting

Tax Receipt Updates

If you're updating donor information because tax receipts are showing incorrect names or addresses, follow the same process above. The tax receipt will automatically regenerate with the correct information once you update and save the donor details.

Updating constituent information in the School Dashboard

Donation records and constituent records are managed separately. While you can update an individual donation in Online Giving, constituent records in the School Dashboard cannot be edited directly through the UI.

How to update constituent records (biographical data such as phone numbers, addresses, class years, etc.)

1. Create a CSV file that includes the complete, updated information for each constituent you wish to change (for example, a new phone number).
2. Navigate to Home > Data Import > Import Files in the School Dashboard and upload your CSV file.

This CSV import process is separate from updating donation records. To correct donation details—such as a name on a receipt—update the corresponding donation directly in Online Giving > Manage Gifts.

FAQ: Can I edit a constituent's phone number?

No, constituent phone numbers cannot be edited directly in the School Dashboard UI. To update a phone number, include the new value in your CSV file and upload it via Home > Data Import > Import Files. Remember to include all fields you wish to retain.

Common Issues and Solutions

Tax Receipt Not Showing Correct Information

If a tax receipt shows incomplete or incorrect donor information (like "Alexand" instead of "Alexander" or "Address: None"):

Follow the steps above to update the donor's complete name and mailing address

Ensure the "Include Tax Receipts" option is enabled in your campaign/form settings

Save the changes and allow a few minutes for the system to update

Multiple Donations from Same Donor

If you need to update information across multiple donations from the same donor, you'll need to update each donation record individually.

Common Variations of This Question

• How do I fix incorrect donor information?
• Can I change a donor's name after they've given?
• How do I update tax receipt information?
• Why is the donor's information wrong on their receipt?
• Can I add missing class year information?
• How do I correct a donor's address?
• Tax receipt showing wrong name or address