Find and edit online gifts and understand payment states

Tags: product:online-giving intent:find-gift intent:edit-gift intent:payment-state

Go to Online Giving > Manage Gifts > Donations and use the available filters to locate a donation. Open the gift to review the payer, donor-facing and reporting fields, payment state, designations, affiliations, audit trail, and the actions allowed for that record.

Depending on the gift and permissions, an administrator may be able to edit the donor's name and contact data, anonymous display, joint or honorary details, affiliations, designations, and incentives. A gift may be movable only between compatible forms or campaigns. Follow-the-fund matches restrict designation changes, and crypto designations cannot be changed from this administrator workflow. Save changes and review the audit trail.

Treat payment states literally. A pending, failed, abandoned, disputed, or refunded record is not a completed donation. Creating an offsetting gift solely to change a display does not correct the original record and disrupts the financial audit trail.