How to Transfer a Sustaining Gift
The transfer feature is a helpful tool that staff can use to manage gifts from donors who commit to giving sustaining gifts to yearly fundraising appeals. The feature minimizes disruptions in giving by automating the transfer of recurring gift payments to a new fund or future version of an existing fund (for example, from Bishop’s Appeal 2021 to Bishop’s Appeal 2022).
IMPORTANT
You must have Organization Admin access rights to perform this task.
- Open the Funds page. The page opens in card view. If you want to switch to grid view, click
. - Find the desired fund. Do one of the following:
- Enter the name of the fund in the Search box in the toolbar. Then, click
. - If the Filter panel on the right is not visible, click
to open it: Next, enter one or more filter criteria. Finally, click 
to display a list
of funds matching your search criteria.
- Enter the name of the fund in the Search box in the toolbar. Then, click
- Click the fund's name link to open the fund record.
- To transfer the fund’s sustaining gifts to a different fund, complete the following:
- Click
to open the Move Sustaining Gift window.
- In the Move to Fund dropdown list, select the target fund. Then, in the Move on Date field, type the date on which the gifts should be transferred, or click
and select the transfer date from the displayed calendar. - You are prompted to confirm the move. Click
to confirm.
- Click
On the date specified, the system will move the sustaining gifts to the target fund.
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