Mark a donation as thanked

This guide shows you how to record that you’ve thanked a donor for a gift, and how to undo it if you marked the wrong one. Tracking who you’ve thanked helps you steward donors without double-thanking or missing anyone.

Who can do this: Admins with the Fundraising role.

Before you start

To find who still needs thanking, open your Donations list and set the Thanked filter to Not yet thanked. That’s your acknowledgment worklist.
Marking a gift thanked records how and when you thanked the donor. It does not send an email — it’s a note for your team.

Steps

Open the donation. You can open it from the Donations list or from a gift on the donor’s Giving tab.
Select Mark thanked.
Choose a Method — email, handwritten, phone, or other.
Add an optional Note (for example, “sent a card”). The note shows in your audit log.
Confirm to save. The gift now shows a Thanked badge with the date, method, and who thanked it.

Undo a thank-you within 48 hours

If you marked the wrong gift, you can undo it for 48 hours after you marked it.

Open the donation you just marked.
In the thanked note near the top, select Un-mark thanked. You can also select Undo on the confirmation that appears right after you mark a gift.
The gift returns to Not yet thanked, and it’s back on your worklist.

Verify

You’ll know it worked when the gift shows a Thanked badge with the date and method. After you undo, the gift shows Not yet thanked again.

If something goes wrong

“Can’t undo — more than 48 hours have passed since this was marked thanked” — the undo window has closed. The gift stays marked thanked.
The Mark thanked button isn’t there — the gift is already thanked, or your role doesn’t include donation editing. Ask an org owner for the Fundraising role.
Another admin already thanked this gift — that’s fine. The record keeps the first admin’s method and date; your action doesn’t overwrite it.