To edit gifts that are not posted to General Ledger:

  • Click Records, Gifts.
  • Search for the gift.
  • Edit the fields as appropriate. To update the amount applied to a membership, event, or proposal, select Gift, Links from the menu bar. Select Membership, Event (Registration Fees or Other Donations), or Proposal. Then, edit the amount in the Applied to field in the grid.
  • Click Save and Close.
     
    To edit gifts that are posted to General Ledger:

    Adjust the gift

    • Click Records, Constituents.
    • Search for the appropriate constituent.
    • Select the Gifts tab.
    • Double-click the gift to edit.
    • Edit the fields as appropriate. To update the amount applied to a membership, event, or proposal, select Gift, Links from the menu bar. Select Membership, Event (Registration Fees or Other Donations), or Proposal. Then, edit the amount in the Applied to field in the grid.
    • Click Save and Close.
       
     

    To edit recurring gifts:

    Amend the recurring gift