Edit a Donation details the initial workflow to edit donations in CommunitySuite. The article also includes information for donation fields that are not editable (ID, Created) and for fields that have a different editing process for unposted and posted donations (Change Fund, Campaign).
Other donation fields (Amount, Payment Method, Payment Data, Donation Adminfee) are only editable when the donation status in unposted, and more information on these fields can be found here.
The following article provides a description and editing instructions for donation fields that have the same editing functionality for both unposted and posted donations:
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Donation Date
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Donor/Change Donor
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Add Donation Advisor
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Link Pledge
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Edit Address
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Anonymous/ Make Anonymous
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Recognition Name
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Apply to Spendable
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Grant Cycle
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Check Number
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Description
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Service Area
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Custom Message
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Thank You
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Receipt Template
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Tribute/ Tribute Notification
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Donation Destinations
- Click Edit.
- Edit the date and click Update.
Change the donor profile that's associated with a donation.
- Click Change Donor.
- Enter the name of a New Donor.
Add a donation advisor to the donation.
- Click Add Donation Advisor.
- Search for and select a profile, or click Advisor is anonymous or unknown.
- To unlink a donation advisor, click Clear.
Link an existing pledge to the donation.
- Click Link Pledge.
- Click Link.
- If you need to unlink a pledge from a donation, click Unlink.
Physical address of the person who donated.
- Click Edit Address.
- Enter the Donor Address, and Donor Zipcode, then click Update.
This replaces the donor/contributor's name with the word Anonymous, in the fund advisor Donor Portal (see below).
- Click Make Anonymous.
Recognition Name
Name of the person who should be recognized for this donation.
- Click Edit.
- Enter a Recognition Name and click Save.
Apply the donation to a Grant Catalog - Grant Cycle.
- Click Edit.
- Select an active Grant Cycle from the drop-down menu.
- Click Save.
Enter a check number if the donation was paid by check.
- Click Edit.
- Enter a Check Number and click Update.
Description of the donation.
- Click Edit.
- Edit the Description and click Save.
Geographic area that the donation affects.
- Click Edit.
- Select a Service Area and click Update.
- Click Edit.
- Enter a Custom Message and click Update.
Adds the donation to the Thankyous queue, so a thank you letter can be sent to the donor.
- Click Change to add or remove the donation from the Thank You queue.
- If donation thank you's are turned off for the donation, the Thank You field will say No.
- If donation thank you's are turned on, the Thank You field will say one of the following:
- Not Sent - thank you has not been sent.
- Sent + M/D/Y + Time - thank you has been marked as sent.
- Not Sent - thank you has not been sent.
Select a different Grant Letter Template and override the default template (that you configured in System Data -> Templates).
- Click Edit.
- Click the drop-down menu and select a Grant Letter Template, then click Save.
Add a tribute to the donation and indicate that the donation was made in honor of, or in memory of someone.
- Click Add.
- Enter an Existing Tribute and select from the drop-down, or create a New Tribute.
- Click Update.
- Select how the Tribute Notification should be sent (PDF or Word Doc).
Tribute notifications will not generate, unless In Honor of and/or In Memory of templates are configured in System Data.
- Click Mark Sent once the Tribute Notification has been sent.
Apply a donation to a single grant/grantee, or multiple grants/grantees.
- Click Apply.
- Enter the Amount that you'd like to apply next to each grant.
The sum of the amount(s) in the Apply Amount column should equal the total Donation Amount. - Click Apply Donation.
