How to adjust a gift made through a donation form?

Jon Wysong 2 · July 2024

New to Altru and could use some guidance…

Finance asked about a gift made through an online form. It (the form/donation) appears to be linked to our GenOps designation, which generally speaking, would be ok for most donations. In the form comments field, however, the donor requests that his donation be applied to an existing pledge, which is actually restricted to another designation. I don't see an option allowing me to adjust the order/payment of the gift to be applied to the pledge and the designation. Right now, it looks like duplicate payments are being recorded to be applied to the pledge, which is not something I want to do.

Debbie McKenzie · July 2024

@Jon Wysong
Hi Jon,

Online donations can't be applied to a pledge. What we do is “refund” the online payment to “payment type: other, online credit card” (because you don't want to truly refund the gift) and then re-enter the gift as a pledge payment also using payment type: other, online credit card.

Hopes this helps!
Debbie

Jon Wysong 2 · July 2024

@Debbie McKenzie that makes a lot of sense. Thank you so much!

Jessica Pierce 3 · July 2024

@Jon Wysong

Hi Jon,

The process that Debbie described is correct! Here is a Knowledgebase article that outlines the steps: I have an online donation that I need to apply to an existing pledge.

Jessica

How to adjust a gift made through a donation form?

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