Transfer a Donation to a Different Person

Sometimes a single donation needs to be moved from one member to another. This can be for situations like …

The following steps review how to transfer a single giving record from one profile to another.

How to Transfer a Donation Record

First, identify which member record contains the donation you want to move, then determine where it should go.
After locating Jack's profile, click on the Giving tab.
Place your cursor over the donation you want to transfer, then click the pencil icon on the far right to edit it.
The screen that appears displays all the details of the contribution (below).
In the Transfer Gift field, type the name of the individual the donation should be moved to.
Select the recipient profile, then complete the transfer by clicking Save.
Confirm the donation was transferred: Open the individual's profile where the gift was moved and click the Giving tab. The transferred gift should appear here.

Note: If the donation was transferred to an individual whose giving history is grouped as a family, the donation record will appear only on the primary family members' giving history.

Click the primary family member's name in the blue notification bar to view your transferred donation (example below).