Gifts can be accessed on the donor’s Giving tab. Select a gift to open the View Gift popup.

In this popup, there are three actions you can take on the gift record. You can:

• Edit the gift

• Reverse the gift

• Edit the gift with a reversal

Editing a gift

You can Edit a gift to change its details, like Type, Status, or the values of any custom gift fields you’ve created.

Edits, as opposed to reversals, are recommended for updates that don’t need to be sent to the finance office or reported on, or for updates made before the gift is sent to finance or reported on.

If you need to edit a gift’s amount or fund, perform an Edit with Reversal instead.

• 🔑 Requires the Gift Update - Change Gifts permission

• ⚡ Gift data is updated immediately

• 🪵 Gift edit history appears in the audit log

Reversing a gift

Reversing a gift creates a new gift with an inverse amount, canceling out the original gift. These two gift records disappear from the list of gifts on the Giving tab (you can still find both of them in queries).

🔑 Reversing a gift requires the Gift Update permission.

Example

For example, if a $100 gift were reversed, a new gift would be created for -$100.

Editing a gift with a reversal

Selecting Edit with Reversal lets you edit a gift’s details, including its amount, and reverse it in one action.

🔑 Editing a gift with reversal requires the Gift Update permission.

When you select Save, Slate creates:

• A copy of the gift with the changes you made applied

• An offsetting gift entry that negates the amount of the original gift

The edited gift (with changed values) appears in the gifts listed on the donor’s Giving tab.

Example

Say a gift was incorrectly entered for $100, and the correct amount was $150. You can select Edit with a Reversal, update the amount to $150, and select Save. The corrected amount appears on the donor record’s Giving tab.

Meanwhile, in a gift-scoped query that includes these records, you’ll find three rows:

• the original $100 gift

• a new gift for -$100 (the reversal)

• the updated $150 gift, which is what remains on the Giving tab