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

Required permissions

🔑 Editing a gift requires the Gift Update - Change Gifts permission

You can Edit a gift to immediately change its details, effectively overriding the previous data.

Because a standard Edit replaces the original information, it should be used with caution once the gift has been sent to finance or included in reports. Some updates (such as notes, tributes, or certain custom fields) may be appropriate to edit after reporting, depending on your institution’s practices.

Gift edit history appears in the audit log.

📝 Note

Changes to key financial fields - such as Fund or Amount - after reporting should generally be handled with an Edit with Reversal to preserve accurate transaction history and financial reporting.

Reversing a gift

Required permissions

🔑 Reversing a gift requires the Gift Update permission.

Reversing a gift creates a new gift with an inverse amount, canceling out the original gift.

Reversed gifts are removed from the display on the Giving tab, but will appear in queries as two gift rows with offsetting amounts. This is essential for reconciling after the gift has been sent to finance or otherwise reported on.

Example

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

🔔 Important!

Reversing a gift does not refund the payment. For gifts made through Slate Payments, you must also follow steps to Refund the Payment.  See also: Payments vs. Gifts

Editing a gift with a reversal

Required permissions

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

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

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