Ability to Change Gift Type

Please add the ability to change a gift's Gift Type once it's in Raiser's Edge either in NXT or Database View. There's too much room for error to have to delete or zero out a gift and then add a new one with the correct Gift Type. Some systems we have integrated with RE only allow certain gift types and they don't work with the tax receipts issued by NXT.

  • Debby Armstrong Herold
  • May 8 2025
  • Planned
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  • Rebecca Goldfinger commented
    26 Oct 21:20

    I'm glad this is planned. Also, I feel strongly that all fields on a gift record should be able to be modified after the gift creation, regardless of the post status. And all gift records should be able to be deleted.

  • Ursula Stacks commented
    21 Oct 13:56

    We need this to be able to apply pledge payments if they were missed during the original batch processing. It is not available even if trying to do this with an adjustment. Absolutely is needed since it is possible in dbv.

  • Amber Beeson commented
    13 Aug 22:53

    Agree. I have a staff member who selected the wrong gift type and didn't realize it until after they saved the gift. Now it can't be changed in NXT. I can't change it in Database view since the gift was added through NXT.

    I've also noticed that not all gifts offer a adjustment as well. I also agree with having to zero out a gift then adding a new one. It effects the data and numbers when pulling reports.

  • Valerie Lietz commented
    31 Jul 14:06

    Since we are all human and apt to make mistakes, this would be a great change. Or give us the ability to delete more gift categories since it's very limited in NXT what gift categories can be deleted. Zeroing out and reentering doesn't work well for future records!

  • Candy Reichert commented
    16 Mar 19:36

    THANK YOU!!!


  • Holley Nielsen commented
    05 Mar 17:45

    Thank you, Debby, for bringing this to the idea bank. We have many events that have a non-charitable component - some where all the money received is non-charitable. For these items to not be pulled into our campaign counting dashboard, we have to manually adjust these to $0, and enter a new gift - citing Other as the gift type, and Non-Charitable for the sub-type. Make it happen Blackbaud, please 🤨

  • Kevyn Barnes commented
    December 05, 2025 02:46

    Agree, this should at least be available through a gift adjustment/amendment.

    (Of course, having some options to limit certain campaigns/funds to specific gift types or allowing security roles that default or limit certain users to specific gift types could also eliminate some of the errors in gift entry if for some reason allowing gift type changes is impossible.)