Batch Gift Processing

11 Dec 2025

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Batch Gift Processing

Updated 11 Dec 2025

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Enter multiple gifts at once with batch gift processing.

With batch gift entry, you can:

Set default values for each new gift
Search for individuals in an open batch
See giving history at a glance with a custom dashboard
View a count and sum of entered gifts
Edit or delete past entries

Watch a video

Creating a new batch

To create a new gift entry batch:

Go to Database → Batch Gift Entry.
Select New Batch.
Enter a name for the batch.
Select Save.

Configuring a batch

The batch entry interface has the following features:

Set defaults

Select Set Defaults.
In the Edit Gift popup, provide default values for the gift configurations for each gift in the batch.
Select Save to set the default values for the batch.

When you add a new gift to a batch, the Edit Gift popup includes your configured defaults.

Edit

Select Edit to rename or delete the batch.

Record lookup

Enter the name of the record you’d like to add to the gift batch. A list of suggested records appears.
Select a record from the list.
Select New Gift.

An Edit Gift popup appears with default values pre-populated.

Creating a batch gift entry dashboard

The following appears when you select a record:

Use the Dashboards tool to create a Giving dashboard.

You can use Suitcase to import our pre-made batch gift entry dashboard, or you can create your own.

Option 1: Use Suitcase to import a pre-made dashboard

We’ve created a batch gift entry dashboard that you can import into your database. To import it:

Go to Database → Suitcase Import.

Copy the following Suitcase ID:

0d001d22-111f-4cd4-a0c5-7b305e902c8b:slate-advancement-showcase

Paste the Suitcase ID in the Suitcase Import field.

Copy the following HTML:

<html xmlns="http://www.w3.org/1999/xhtml">
  <head>
    <title>Batch Gift Entry Dashboard</title>
  </head>
  <body>
    <h2>
      <strong>Person Summary</strong>
    </h2>
    <p>
      <strong>First</strong>: {{Person-First}}<br />
      <strong>Last</strong>: {{Person-Last}}<br />
      <strong>Class Year</strong>: {{Person-Preferred-Class-Year}}<br />
      <strong>Birthdate</strong>: {{Person-Birthdate}}<br />
      <strong>Primary Address</strong>: {{street}}, {{city}} {{postal}}<strong><br />
      Primary Constituency</strong>: {{Primary-Constituent-Type}}<br />
      <strong>All Constituencies</strong>: {{Current-Constituent-Type}}<br />
      <strong>Staff Assigned</strong>: {{Staff-Assigned-Full-Name}}
    </p>
    <p>
    </p>
    <h2>
      <strong>Recent Gifts</strong>
    </h2>
    <p>
      <strong>Lifetime Giving</strong>: {{Lifetime-Giving}}<br />
      <strong>Current FY Giving</strong>: {{Current-FY-Giving}}
    </p>
    <p>
    </p>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
        <col />
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Date</th>
          <th>Fund</th>
          <th>Amount</th>
          <th>Category</th>
          <th>Credit Type</th>
        </tr>
      </thead>
      <tbody>{% for item in recent-gifts %}
        <tr>
          <td>{{item.date}}</td>
          <td>{{item.fund}}</td>
          <td>{{item.amount}}</td>
          <td>{{item.category}}</td>
          <td>{{item.credit-type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
    <p>
    </p>
    <h2>
      <strong>Linked Relationships</strong>
    </h2>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Name</th>
          <th>Type</th>
        </tr>
      </thead>
      <tbody>{% for item in linked-relationships %}
        <tr>
          <td>{{item.name}}</td>
          <td>{{item.type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
  </body>
</html>

Go to Database → Dashboards.
Select the Batch Entry dashboard you imported.
In the Edit Dashboard tab, select Source.
Paste the HTML.
Select Save.

Example dashboard.png — The dashboard as it appears in *Batch Gift Entry*.

Option 2: Create your own dashboard

To create your own batch gift entry dashboard:

Go to Database → Dashboards.
Select New Dashboard.
In the Edit Dashboard tab, configure the following settings:
- Status: Active
- Name: Enter a name for the dashboard.
- Type: Giving Batch Entry
- Base: Person
Select Save.
Configure the dashboard query and appearance as described in Dashboard for Advancement.

Entering gifts in batch

To add a new gift to a batch:

Enter a record’s name in the Search Records… field. A suggestion list appears when you start entering text.

When you select a record, the following options appear:

Clear: Deselect the record
Lookup Record: Opens the record in a new tab
Add Address/Device/Relationship/Job: Opens a popup in which you can associate a new address, device, relationship, or job with the record
New Gift/Pledge/Planned Gift: Opens a popup in which you can add a new gift, pledge, or planned gift to the batch.

Configure individual gift settings as needed, then select Save.

Information about the gift appears under Gifts:

Records appear in a list with their accompanying amounts.
A Gift Summary displays the count of gifts and the total dollar amount for all entered gifts.

Closing a batch

When you’ve finished entering gifts for this batch, select Process Batch. A browser prompt appears asking you to confirm your decision.

Under the Closed column in the Batch Gift Entry list, your batch receives today’s date.

💡 You can query on the Gift Batch base.

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What's Next

Required Gift Fields

Table of contents

Watch a video
Creating a new batch
Configuring a batch
Creating a batch gift entry dashboard
Entering gifts in batch
Closing a batch