DBV to NXT Recurring Gift Conversion

Shelley Bell

Hi all - Just completed the conversion to NXT with the majority of the gifts set to automatically run on July 1. I ended up with 36 exceptions after the batches were created and I have no idea what the problem is. I moved all of the exceptions into 1 batch so that I could process the remaining gifts. For the exceptions, the credit cards were charged however there is a problem with the gift info needed to post to RE. I did find that if I change the appeal, the gift validates. However, this will probably not correct the underlying issue as I do not want to have to do this every month. Has anyone experienced this and have a possible solution?

Shelley Bell

I have since found a solution, so I am adding to my post in case others have the same issue.
First, if you have an NXT batch with exceptions, select Edit Gifts and the gift list will appear to the right. Hover over the red exception triangle, you will be able to see the error which caused the exception. In my case the majority of the errors were “Gift date is invalid for appeal with ID”. The problem appeals dated back to 2017, 2019, 2020 or 2021. When I investigated further, the appeal on the gift record had an end date. After I removed the end date and then validated the batch, the gifts were “freed”. Strange that the RGs were able to run in DBV for 5,6,7 years, but not valid in NXT. Hope this helps someone else. ?