General, In Kind and Stock gift records can be moved from one Constituent record to another in 3 different places within the software: 

• The main Gifts Grid
• The Gifts tab within a Constituent’s record
• Inside of the gift record itself

If you wish to transfer a General gift record on the main Gifts Grid you will need to select the desired gift by clicking on that row to highlight it. Once selected, mouse over the “Actions” menu and click on the Transfer Gift option. A dialog window will then launch with a Constituent dropdown search field.

Enter in the last name or company name of the Constituent you wish to transfer the gift record to and select them from the search results. Note that the constituent record must already exist in the database and new constituents cannot be added here. Once the desired Constituent is selected click the green Transfer button to complete the transfer. The gift record will then be updated on the grid with the new Constituent’s information.

If you wish to transfer a General gift from the Gifts tab within a constituent record, you can go into the constituent’s record and navigate to their Gifts tab. From the grid, click on the row with the desired gift to highlighting that row. Next, click the blue Transfer button at the top of the grid. As described above, a new window will open to allow you to select the constituent for the transfer.

There is also a transfer option available if you open the gift record. As described above, clicking on the Transfer button will open the window to select the constituent to transfer the gift to.