Fix a gift entered on the wrong person

Move a gift to the right person in a few clicks. It works for card gifts too; the receipt number stays the same.

Who does this: Office staff4 steps

1
Open the gift
Open the gift from the person's Gifts tab, or from Giving → Gifts.
The “Fix a mistake” box on the gift's page.
2
Pick the right person
In “Fix a mistake”, under “Belongs to (move to another person)”, clear the name, type the right person and click them in the list.
Pick the person the gift belongs to.
3
Save
Click “Save changes”. The gift now shows on the right person.
Save changes.
4
Resend the receipt
If a receipt already went to the wrong person, click “Email receipt” or “Text receipt” at the top so the right person gets one.

Tips

If the gift was paying the old person's commitment, it's taken off that commitment — you'll see “Saved — moved to the new person and taken off the old person's commitment”. Apply it to the new person's commitment in “Campaign, commitment & notes”.
Every change is kept in the activity log.

It says the month is closed.

The gift is in a closed month. An admin can reopen it under Settings → Month closing.

I don't see “Fix a mistake”.

Fundraiser logins can't change gifts. Ask staff or an admin.

It says “That gift isn't yours to change”.

Your login is limited to certain campaigns or your own results, and this gift is outside them.

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