Adjust all Gift Types, including Planned Gift

I would like the ability to adjust the gift type. For example, if someone mistakenly enters cash instead of planned gift for a bequest, it would be great to be able to change the type rather than deleting the gift. Thanks.

  • Guest
  • Apr 16 2015
  • Planned
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  • Allison Dickerson commented
    20 May 19:58

    Thank you for getting this on the Planned schedule!!!! You're going to make a lot of DB Coord very happy if we're able to adjust gift type after a gift has been entered. I've never understood why that was grayed out. Now if it's been posted, I understand an adjustment being necessary but if the gift hasn't been posted, all fields should be "subject to change". Especially in fundraising where gift designations can change and info from a donor is always changing.


  • Guest commented
    20 May 19:19

    Completely! I just accidentally entered what should've been a pledge payment as a one-time gift. I couldn't even adjust it in database view. So now I have to delete it and reenter it. Would be much easier to just be able to change the gift type.

  • JoAnn Strommen commented
    19 Jan 15:59

    Yes, need to be able to adjust any/all types of gifts.

    Have issue discribed that donor now has decided designation for gift and need to adjust fund. Unable to adjust/split stock gifts. This ability is needed for accurate record keeping and to ensure accurate fund reports.

  • Guest commented
    October 04, 2016 17:33

    Not only can't it be adjusted, but when the gift is "unposted," it still cannot be changed.