PSG Reports - Auto-Donations: How to update Auto-Donations to include changes made to a fund

How to update Auto-Donations to include changes made to a fund

After changes are made to any aspect of a fund, the Auto-Donations for that fund will need to updated to include the newly added information.

To update the Fund information on an Auto-Donation or Scheduled Gift please do the following:

  1. Go to the "Auto-Donations" report in your Control Panel.
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  2. Look for Auto-Donations that are tied to the fund you've made changes to.  Choose one and hit the "Action" button → Edit Fund/Amount.
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  3. When you choose the option for "Edit Fund/Amount,"  an edit window for the Auto-Donation will display.
  4. When a change has been made to a fund that has broken the link between the Auto-Donation and the fund, you will see a message like this in the pink banner. 
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  5. To resolve it, choose the correct fund for the donation from the "Fund Name" dropdown and click "Save" to update the Auto-Donation.
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  6. Once the Gift has been updated, you will see a confirmation like this.
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    Your scheduled gift for the updated fund will now process correctly.

 


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How to View/Edit Funds

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