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How do I mark a donation as "acknowledged"?
How do I mark a donation as "acknowledged"?
Updated over a month ago

If a donor makes an offline gift or a handwritten note or e-mail was sent to them outside of the platform, you can manually mark their donation as "acknowledged" to keep your records and reports accurate.

Step 1: Navigate to the 'Giving' tab

From your 'Donor Management' Dashboard, click the 'Giving' tab from the left navigation menu to be taken to your 'Giving' Dashboard.

Step 2: Search for the unacknowledged donation

Once on your 'Giving' Dashboard, you can search for the unacknowledged donation by typing the donor's name or e-mail in the search box.

Step 3: Mark the donation as 'Acknowledged'.

Click on the exclamation mark (highlighted in orange) next to the donation record you want to update, under the 'Acknowledge' column.

From the drop-down menu, select 'Mark as Acknowledged'.

Step 3: Confirm the donation has been acknowledged

You should now find a checkmark highlighted in green next to the donation record under the 'Acknowledge' column. If you hover over it, text confirming it has been 'Marked as acknowledged' will appear.

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