Backstory - A frequent donor was a middleman and made an online donation for someone else who's not particularly skilled with technology, and would like us to make sure that donation gets credited to the right person.
Is there any way to move a donation to a different constituent? Or is there a best practices method for doing it to ensure proper reporting and record keeping?
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