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Moving donations to different constituents

Nik Mahapatra
$organization

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?


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  • $organization

    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.
Reply
  • $organization

    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.
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