Changing a prior year donation
Posted: Tue Feb 02, 2016 8:04 pm
I had a Mother of a Missionary ask on 1/31/16 if it was possible to change a donation made in July 2015. Apparently when they donated a large sum for their daughter's mission, they did one donation slip with their name on it, which included 2 checks. One check from the parents for $6800 and another check apparently from an Uncle who lives outside the ward for $400. The Mother was contacted by the Uncle who wondered why his $400 donation did not show up on his 2015 Tax Summary and wanted to get a Summary from our ward. First, is it possible to go back into 2015 at this point and change a donation from July 2015? Second, since only one donation slip was originally prepared would it be appropriate to change the donation if possible and create a new 2nd slip for the Uncle. We have the Uncle's membership # as well. I'm a new finance clerk so any assistance would be greatly appreciated.