How do I move a gift from a constituent to their employer?

Kim Hamersley
Kim Hamersley
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

A c/c gift came in for an event that should have been attributed to the constituent's employer as opposed to the constituent. How can I move the money?

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Kim Hamersley
    you can move gift from individual to individual or org to org.

    we create a “placeholder” individual or org record, and move the gift, then convert the constituent record and then move to correct record

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Kim Hamersley As @Alex Wong posted you have move from same type of record.
    The move is done in web view from the gift record window. Select edit at top left:

    07d2b113dcee1d8baa777a1df9fd8d7d-huge-im

    I created ‘conversion record’ so I first move the gift from person to my conversion record when it is key indicator individual. Then change ‘conversion record’ to an organization record. Then from the gift record now on the org conversion record, go to edit again and move to desired org record.

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