1.3. Can I transfer donations from one participant to another?
Home → Frequently Asked Questions → Online Donations → Can I transfer donations from one participant to another?
You can most definitely transfer a donation from one participant to another. The process is quite simple and can be done by following the below steps.
From the Trip --> Fundraising tab, click on the green "+ Add Contribution" in the upper right:
Subtract From General Contribution/Team Member #1:
- Enter in the Donor Name or Choose Anonymous
- Enter something in the Reference field to indicate a Transfer
- Enter the amount with a (-) minus sign to take the donation
- Import/Export and Comments fields can be used or left blank - these are internal fields the team member will not see but can be used for admin purposes.
Add To General Contribution/Team Member #2:
- Still in the "Add Contributions" section
- Select the team member from the dropdown that you are transferring to
- Use the same donor name you entered on the negative contribution
- Enter the amount you just subtracted from step one
- Put something in the Reference field to indicate this was a Transfer
- Import/Export and Comments fields can be used or left blank - these are internal fields the team member will not see but can be used for admin purposes.