---
schema_version: "1"
id: ec82357df87b6c629234975f37d481b8a239bcb077c3aa0dda90f1a49383ba52
title: Set Gift Batch Defaults in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_set_gift_batch_defaults.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_gift_batch_defaults.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bb78cf616894d8c4942c22455d788bc1ad75168ba752ad7b2e2a270b77d8e423
description: To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
products:
  - Nonprofit
release: "264"
---
# Set Gift Batch Defaults in Nonprofit

To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11937e42">REQUIRED EDITIONS</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11937e42 ">Available in: Lightning Experience</td>

          </tr>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11937e42 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit Cloud
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11937e87">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11937e90">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11937e87 ">To create a gift batch defaults:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d11937e90 ">
              <p style="margin-bottom:0;" dir="ltr">FundraisingAccess permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

Gift batch default values apply to new and empty rows in the Gift Entry Grid. You can't set defaults for read-only fields, which are indicated by a lock icon when you hover over them.

1. From an unprocessed gift batch, select **Set Batch Defaults** from the drop-down menu.
    
    The Set Batch Defaults grid opens.
2. Fill out the fields in the grid that have values that are common to all of the gifts in the batch.
    
    Fields include: gift received date, amount, payment method, outreach source code, campaign, designations, and soft credits for the gifts.
3. Choose a method to save your changes.
    1. To save the default values without continuing on the gift batch, click **Save and Close**.
    2. To save the default values before continuing on to the gift batch, click **Save and Continue**.