TransferMembership

To transfer a membership and all related history from one constituent to another, go to the constituent's membership record and under Other tasks, select Transfer membership. In the New primary member field, select the binoculars to select the constituent who receives the transfer of membership.

Note: The primary member must be a constituent in the database and the membership program must be active. If the constituent is already a member of the program, or the member program is inactive, you cannot transfer the membership.

Select Save. The membership is removed from the first constituent and has been transferred to the constituent you selected.