Moving donations to different constituents

Hi Nik - we have encountered this before when someone creates an individual account to make a donation that is meant for an institution. I do not know if this is the best practice, but how we currently handle this is to change the constituent type to the institution - creating a "duplicate" record - then we merge the constituents. So in this case, you may change the constituent name, then merge it with the existing record. Hope that helps, but feel free to reach out with any questions! - Tele 

The way we do it is to open a new batch and make an adjustment to the original contribution entry. Here are the steps: 

Adjusting the Creditee on a Contribution

If a Soft Credit was applied to the wrong constituent the following steps can be used to adjust:

1. In Contribution Entry enter the Constituent ID of the Owner of the gift.

1. Enter a source code and tab to the next field.

1. Select the Adjust button to open the Existing Contributions window.

1. Select the contribution that needs to be adjusted.

1. Select the Match/Credit tab.

1. If the Delete button is not active, change the Creditee Type to another type to activate the delete button.

1. Add a new Soft Credit if needed.

1. Save the adjustment and close the batch.

Nik Mahapatra said:

Is there any way to move a donation to a different constituent?

Both of the solutions suggested already sound good and resourceful. When the occasional "that should have been booked on John Doe Family Fnd rather than John Doe himself" situation has arisen here, I've found updating T_CONTRIBUTION (as well as T_PAYMENT and/or T_CREDITEE as/if needed) via SSMS, works perfectly, too.

Nik Mahapatra said:

Or is there a best practices method for doing it to ensure proper reporting and record keeping?

As long as the contribution itself isn't altered in a way that affects the batch, you should be fine. We've always added a note to the contrib describing the update as well.