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, on the Gifts tab within a Constituent’s record, or 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 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. 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 which appears next to the “View/Edit” button at the top left of the grid. A dialog window will then launch with a Constituent 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. Once the desired Constituent is selected, click the green “Transfer” button to complete the transfer. The gift record will be transferred to the new Constituent and no longer appear on the current Constituent’s Gifts grid.

If you wish to transfer a General gift record from inside the gift record itself, go to the desired gift and click on its amount or highlight it and click View/Edit. Once inside of the gift record you can click on the blue “Transfer” button in the top right corner above the gift details. A dialog window will then launch with a Constituent 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. Once the desired Constituent is selected click the green “Transfer” button to complete the transfer. This gift will be transferred to the new Constituent, and you will also be redirected into the same gift record but within the New Constituent’s Gifts tab.