Merging two funds

Whitney Shelton
Whitney Shelton
Kudos 5 Third Anniversary Name Dropper Participant
in Raiser's Edge NXT Discussions

I have two funds that are both going to the same account and want to merge them together and rename. Is this possible? If so, can anybody help me through the process? Thank you!

Comments

  • Madeleine Holdsworth
    Madeleine Holdsworth
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 Name Dropper

    Check out KB article 191720. It must be done manually ?

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 World Cup July 2026 Discussion Badge June 2026 Challenge - Tag Following

    Yes, all the gifts from one fund must be changed to the other one. That can be done with a global change.

  • Joanne Felci
    Joanne Felci
    Tenth Anniversary Kudos 5 Name Dropper Participant

    as long as these are not split gifts, or posted gifts, you can do this through a global change or import. I prefer import as it gives you more flexibility. If you do not need either of these codes for historical purposes I'd recommend whatever code is on the most gifts change that to your new code ID/Description. Then export the following info for the other fund: Const Import ID, Gift Import ID, Campaign, Fund, Appeal - change the fund in this file to whatever your new fund code is and import this CSV file via a gift import with Update Existing Records selected as the action. If you do need/want the historical codes, create the new code and export all gifts with the old code and do the same change. Good luck!

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