In this article, we’ll guide you through configuring the Gift Sync Settings for the Raiser’s Edge integration. These settings enable you to fine-tune how gifts are displayed in Raiser’s Edge.
When purchases are made on Trellis, these sync into Raiser's Edge as gifts on constituent records. You can configure:
- Whether all Trellis fundraising drivers should sync as a gift
- Gift type and subtype
- How donor-covered fees sync
Like most integration settings on Trellis, you can change these settings at the Organization level so it applies to all fundraisers, or override these settings on a specific fundraiser.
Prefer learning through video? We've got you covered!
How to Edit Gift Sync Settings at the Organization Level (Defaults)
- Go to the Dashboard
- Select Integrations from the menu on the left-hand side and select Blackbaud
- Click Settings
- Navigate to Gift Sync Settings
How to Edit Gift Sync Settings at the Fundraiser Level (Overrides)
- Go to the Fundraiser Builder
- From the lefthand menu, under Admin click Integrations
- Then click Gift Sync from the menu
- On the page, toggle on Override Defaults
Gift Sync Settings
1. Gift Types
Use the drop-down menu beside each purchasable type to determine how you want your gifts to be categorized in Raiser's Edge.
Pro Tips:
- If you don't want a purchasable type to sync into Raiser's Edge NXT, choose Do Not Sync as the gift type.
- Gifts with the type Other will not appear as revenue in Raiser's Edge when running a query based on Campaign, Fund, Appeal, or Package. We recommend using the gift type "Other" for tracking purposes, such as donor-covered fees, since it does not reflect actual income. For any real funds received, we recommend selecting "Cash/One-Time Gift."
Donor-Covered Fees:
When purchasers cover transaction fees, you can choose if you want this additional amount to sync as a separate gift in Raiser's Edge NXT.Since donor-covered fees are deducted from payouts, most organizations choose not to sync as a gift. However, if your tax receipts include donor-covered fees, you must enable this toggle to include fees in gift.
2. Gift Subtype
The gift subtype allows you to further define a gift. Use the drop-down menu beside each fundraising driver to further categorize your gifts.
3. Grouping of Multiple Quantities
You can choose to display multiple quantities of the same item as a single gift or individual gifts (ex. a table of 8 or multiple raffle tickets).
Pro Tip:
Most organizations set this to Group multiple quantities in a single gift for cleaner gift records.
Frequently Asked Questions
Q: How do we sync free purchases as gifts into Raiser's Edge NXT?
A: If you want free purchases to sync as gifts, you will need to make sure "Free Purchasers" is selected under Advanced Constituents tab > Advanced Constituent Sync.
Then when the transaction syncs, a $0 gift will be created in Raiser's Edge NXT with all the configured Campaign, Fund, Appeal and Package settings. If the purchase is for an event ticket and your fundraiser is connected to an event in Raiser's Edge NXT, then a participation record will also be created.
Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.