Edit gift details, add notes, and move a gift between campaigns

How to use

Open Manage Gifts → Donations and locate the existing gift. Review donor identity, gift type, campaign/form, and payment/subscription state. Use the authorized edit and contribution-note controls, save, and verify the resulting record and reporting context.

Rules

An individual installment cannot be moved on its own to another campaign in The gift-edit flow. The error explains that the recurring gift itself must be moved to move its entire payment schedule. The destination must be a campaign/form found within the same school.

The newer overarching-recurring view can redirect to subscription management. Removing the maximum from a matching donation is rejected. A constituent-ID lookup based on donor email reports that it is trying to set the ID, not that a match has already completed.

Troubleshooting

Identify whether the correction concerns donor information, a designation, a campaign move, a recurring schedule, or a payment refund. These are different actions. Verify affected campaign totals and export/reconciliation context after a move; do not assume a local edit automatically corrects an already-exported CRM record.