Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely difficult to understand where the gift originated from.
Admin edited: Based on comments the ask here is to list the form name in the actual batch so changes such as fund or appeal could be changed from what came in from the donor/registrant. The donation form name is already listed on the actual gift record (this is not currently supported for event registratin forms.)
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Ursula Stacks
- Jan 24 2023
- Reviewed: Voting Open
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- +5
Related ideas
Yes, sometimes the Fund is changed, or the person making the form doesn't always know what fund and/or appeal should be used but they have to get the form out there for timings sake. Then the people that process the gifts handle which funds/appeals are to be used.
Some of the event "gifts" are not really gifts either but go towards costs of the event. We're forced to approve them as gifts since we can't delete them and then have to go back and adjust them to zero. So not even knowing which event they are from makes the process even more confusing.
Batching all the gifts from the same event or donation form may help if the event/donation form name was listed but that might make a lot more batches than needed.
If the name could just be listed somewhere that would help with efficiency and clarity, like perhaps when editing a gift within a batch, there is another section listing the name of the Event form or Donation form.
Thanks for this info, Ursula. I have a ton of followup questions.
1. Are you changing the fund from what the donor has chosen on your forms? What are some examples when you would change the fund based on the form?
2. Same question for appeal. You can define an appeal for a form, are you changing it based on the form? What are some examples when you would change the appeal based on the form name?
3. Would it help if there was a batch per donation form so you could look at all of the gifts from each form by themselves?
Thanks for any info you can give!
We don't approve the batches without knowing what they are for so we know which funds and appeals, etc. to use. We need to see what donation form the gifts comes in on while it is in the batch before the batch is approved.
Here's a screenshot. One note, it does take a few minutes after the gift is approved for this info to show up the first time.
Where do you see the Donation Form name on the Gift record? What is the top/summary area you're referring to - I do not see this. Can you attached a screenshot?
I can go to a specific Donation Form and see a list of recent donations there. Is that what you mean? That does not help when processing batches of gifts in Gift Management.
Hello,
Thanks for your idea!
This is currently available for donations from the gift record itself. The donation form name appears near the top/summary information.
This feature is not yet available for event registration, so I'm going to alter your Idea to reflect this.