Move an ordinary gift to another giving form

Eligible administrators can move 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.

For a gift made on a Giving Form, select another Giving Form. The ordinary move option is unavailable for some gift types, including matches, challenges, pledges, and individual recurring installments.

How to move a gift

1. For a campaign, open Online Giving → Campaigns → select the campaign → Manage Donations → Online Gifts. Older campaign menus label this Manage Gifts → Donations. For school-wide gift management, use Online Giving → Manage Gifts → Donations.
2. Locate the gift and click its donation ID to open the details.
3. Use Move to different campaign and select the destination campaign or Giving Form. The option has this name even when moving between Giving Forms.
4. Save the change and verify the gift and totals at both destinations.

Some gift types cannot use the ordinary move action. A single recurring installment cannot be moved on its own; use the parent recurring gift’s supported management workflow. If an otherwise eligible destination of the same type is missing, ask Support to review the gift and your access.

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.

Which role is needed?

For school-wide gift editing, use Superadmin, Fundraising Superadmin, Gift Management Admin, or Finance Admin. Advanced Campaign Admin can edit ordinary gifts on assigned campaigns through the campaign’s Manage Donations → Online Gifts (or legacy Manage Gifts → Donations) page. That role alone does not expose the school-wide Manage Gifts menu, refunds, or recurring-subscription changes. Advanced Form Admin can view assigned form gifts but cannot edit them solely through that role.

To change access, a Superadmin or Fundraising Superadmin reviews the person under Online Giving → Administrators → Role(s) and their campaign/form or group assignments. Partners assign fixed roles; they cannot edit individual capabilities within a role.