Edit a Single Contribution
To modify a previously entered contribution:
- Locate the contribution you'd like to modify.
- Click on the amount given to bring up payment details.
- In the bottom left of the payment details window, click the "Edit" button.
- Make your desired changes and click "Save Changes."
Edit Many Contributions
Bulk editing contributions is limited to changing a gift to have come from another person. This is most frequently used if someone has passed away and their giving records should be transferred to a surviving spouse. (If you need to make other changes, you'll want to edit each of the individual contributions). To change someone's giving to have come from someone else:
- Navigate to the person who the gifts are currently recorded under.
- Select "Giving" on the menu to the left of their profile.
- Next to the "Download as Excel" button, click the down arrow and select "Move Contributions."1
- Select which contributions you want to move and the person you'd like to move them to and click "Move".