Reflect a Giving Form gift on a campaign
If a gift was made to a Giving Form, including the Campaign Backup Form, and you want it reflected on a campaign, add an offline gift to that campaign to recognize the donor’s contribution. The gift cannot be moved from the form to the campaign.
The original online gift and payment remain on the Giving Form. The offline entry adds campaign recognition; it does not charge the donor again or transfer the payment. Record the original donation ID in your reconciliation notes and avoid counting the online payment and offline recognition entry as two separate payments in financial reporting.
Admins with permission to manage gifts can move eligible gifts from one campaign to another campaign or from one Giving Form to another Giving Form within the same school. A gift cannot be moved from a Giving Form to a campaign, or from a campaign to a Giving Form. This also applies to gifts received through the Campaign Backup Form.
How to move a gift
- Open the Manage Gifts tab.
- Locate the gift and click its donation ID to open the details.
- Use Move to different campaign and select the destination campaign or Giving Form. The option has this name even when moving between Giving Forms.
- Save the change and verify the gift and totals at both destinations.
Important: Offline gifts cannot be attributed to an advocate. If a volunteer referred the donor, that advocate will not receive credit for an offline gift. Only online gifts can be linked to an advocate.
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