I would adjust amount to $0, especially if it has already been recorded elsewhere/receipted etc. I genarallly don't delete gift records. Adjusting it to $0 will leave a clear trail for audits/reports/questions as to how much was refunded. We use a gift sub-type referencing 'cancelled - refunded...

Our parent organization administers several annuities for us and we receive a % reevaluation on each of them at our fiscal year end. Historically, these reevaluations have been entered as cash gifts to the individuals records. That is fine execpt that all of the annuities have DEVALUED this year and...

Change is exciting. Transformers have been a phenomenon for a quarter of a century now, based on their ability to change from vehicles into super-cool giant robots. The Transformers: The Movie (not to be confused with Michael Bay's recent efforts) hangs its climax on the moment when Hot Rod opens...

Where do you find adjustments made on a gift or pledge and if you want to exclude them on a query, how do you do that?

This is what we did when dealing with a cancellation for which we had received donations (some previous year, some current year): We opened gift record, clicked 'gift' at top to get to option to "adjust". On the adjustment record, we entered a gift sub-type of 'requested refund...

We have an unhappy constituent who wants her gift from a previous fiscal year to be refunded. We want Raiser's Edge to show that the gift was made in the past but we also need to show it was given back. Is there any way besides a note to show this? Has anyone had this problem in the past? How have...

During cleanup of student activity, an item was deleted that was several years old. Now when posting to the GL, the batch fails because the automatically created Adjustment (ADJUST prefix on control report) is attempted to post to a hard-closed GL period. What can be done to either eliminate the adjustment...

I would not delete or write off the gifts. I would use the adjustment option (on same gift drop down menu as write off). We had a situation where we had to refund some gifts and this worked very well for us. For each gift, adjust gift amount to $0.00. We also created a gift sub-type (like mbrshp refund...

Deb, I can understand your reluctance to use $0.00 gifts or adjust gifts to $0.00. To maintain accurate records, we do use this function (cancelled pledges/corrections to data that was entered and posted incorrectly/etc). On many of the report set up options, there is check box for include/exclude $0...

I would create an adjustment to the gift. Here you have an option to choose a different fund. (just a side FYI - while the fund is changed on the adjustment tab, if you need to also change the campaign click the split gift tab and change it there) I always detail the reason for my adjustments for future...