Transfer Giving Transactions from One Family Member to Another in Breeze

Easily move giving transactions between family members in Breeze ChMS. Learn how to navigate to the donor's profile and access the "Move Giving" option under the Giving tab. Select the transactions to transfer and designate the recipient family member.

If you need to move all giving transactions from one family member to another in the same family, Breeze makes it easy to do so. This is especially useful in cases where a person has passed away, and their giving records need to be transferred to a surviving spouse.

It's important to note that bulk editing giving transactions is limited to changing the giver of the gift within the same family. If you need to make other changes, you must edit each transaction separately. By following these steps, you can quickly and easily transfer giving transactions between family members in Breeze.

Here's how you can transfer giving in Breeze:

  1. Navigate to the person who the gifts are currently recorded under.
  2. Select "Giving" on the menu to the left of their profile.
  3. Next to the "Download as Excel" button, click the down arrow and select "Move Giving."1
  4. Select which transactions you want to move and the person you'd like to move them to, and click "Move."
1 This option will only be available if your account has permission to edit giving transactions.


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