Does every online gift need to be processed?

Yes, every gift that comes in through an online giving form must be processed. Each gift enters the system as a "pending gift" and must be processed to be realized as a donation or pledge.

Processing Online Gifts

This process looks slightly different depending on which screen you start from.

From the Pending Gifts Tab on an Online Giving Form

  1. Review the gift(s) and all associated information.
  2. Change the status of each gift that should be processed from “Pending” to “Create Gift.”
  3. Select Update near the top of the screen to update the record.
  4. Run the “Process Online Gifts” procedure from the Action menu (lightning bolt).
  5. The final step is to update the record once again. You should see the gift that was previously “Pending” remove itself from the “Pending Gifts” tab and show up in the appropriate “Processed Gifts” tab.

From the Pending Online Gifts Report or Recent Online Gifts Query

  1. Review the gift(s) and all associated information.
  2. Change the status of each gift that should be processed from “Pending” to “Create Gift.”
  3. Select Update near the top of the screen to update the record.
  4. Return to the Development homepage to run the “Process Online Gifts” procedure from the Action menu (lightning bolt).

If you were to go back into the Pending Online Gifts report, the gifts you just selected to process should no longer appear. Similarly, if you were to return to the Recent Online Gifts query, you should see the recently processed gifts as having a status of “Complete” instead of “Pending.”