Change the donor associated with a sustaining gift

To move a sustaining gift to a different donor, use the Change Donor option for the recurring transaction.

Tip: The steps below describe how to change the donor from a transaction record, but you can also make this change in the Transaction History section of a constituent record in Constituent360. See Editing a Constituent's Transactions in the Constituent Record

1. Go to Fundraising, Transactions.

2. Use the search tools to locate the transaction record of the sustaining gift.

3. In the Transaction History section at the bottom of the page, locate the recurring gift.

4. In the Actions column, select Change Donor.

5. Enter information for the correct donor, including their first name, last name, and email address.

6. Click Save.

7. The system checks for matches:

• If a single record already exists for the correct donor that matches their first name, last name, and email address, you return to the Transactions page.

• If no existing record matches the first name, last name, and email address, the system creates a new record, and you return to the Transactions page.

• If one or more existing record matches the donor information, you are prompted to Create a new contact or select an existing one. Choose an option, then select Save.

Note: Sustaining gifts show a warning indicating that all gifts for the sustaining pledge will be moved.