Moving Contributions & Receipts in Mass

Many contributions may be attributed to the wrong individual. You can move these contribution in mass from one individual to another. To accomplish this, do the following:

  1. Go to Giving > Contributions > Search
  2. Select Find contributor
  3. Search for individual with contributions in Name field
  4. Select individual
  5. Set Date to range of all necessary contributions
  6. Select Search
  7. Fill in boxes for all contributions
  8. Scroll to bottom dropdown box & select Move Contributions / Receipts
  9. Click Find Contributor
  10. Search for individual to move contributions towards
  11. Select individual
  12. Click Go
Note: If all contributions need to be moved to the individual, there is an option at the top of the list of contributions labelled All. This will select all of the contributions in the field.

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