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How a Donor Updates a Gift

This article describes how Donors can update a Gift.

A Donor can update a pledge gift and make changes as their needs change.

Steps for the Donor to Update a Pledge Gift on the Public Site:

  1. Login to the Donor’s Account
  2. Go to My Gifts
  3. From the Upcoming Gifts card select the Gift that was set up to fulfill the Pledge and at the ellipses (3 vertical dots) select Update Gift.
  4. Make the desired changes on the Side Sheet. The changes may increase or decrease the Pledge.
  5. Checking the box Update pledge total amount will ensure the Pledge is also updated, not just the Gift.
  6. Click Update Gift. (The updated amount is viewable on Upcoming Gifts.)

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

Check this out for more information on Tracking a Pledge, Cancelling a Pledge, Giving a Gift immediately to complete a pledge or Marking a Pledge Complete.

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