Transfer Gifts

Use this utility to transfer gifts from one donor to another. 

Transfer From:

  1. Choose the Name.
  2. Enter the Envelope #. This field can be used as an alternate lookup method rather than searching on Name.
  3. Choose the Starting Date. Leave blank to transfer all gifts.

Transfer To:

  1. Choose the Name.
  2.  Enter the Envelope #. This field can be used as an alternate lookup method rather than searching on Name.

Transfer the envelope number?

  1. Click Continue to proceed or Cancel to return to the Donors and Gifts page.

 

 

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