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
  • Reviewed: Voting Open
Gifts
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  • Kevyn Barnes commented
    05 Dec 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.)

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