Easily Move Donations Between Fundraise events
M
Merlyn Dsouza
Donors frequently make donations to the wrong fundraising page, especially when multiple fundraisers have similar names or are supporting the same cause.
There should be an easy way for an organizer or authorized admin to move a donation from one fundraising page to another without having to refund the donation and ask the donor to donate again.
Currently, the workaround is to issue a refund and have the donor make a new donation to the correct fundraiser. This creates unnecessary friction for the donor, adds administrative work and can potentially cause the donation to be lost if the donor doesn't complete the process again.
A simple “Move donation” or “Transfer donation” function would solve this. Ideally, an authorized organizer could select the donation, choose the correct fundraising page and transfer the donation while preserving the original donation date, donor information and receipt/history.
This seems like a basic capability for a modern giving platform and would significantly improve the experience for both donors and fundraisers.
G
Gail Beverly
This would be very helpful! So much of my time is reentering gifts that came in wrong. To move them quickly and easily would be great.
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Matthew McGee
This would be great. I have just been leaving the Givecloud Instance incorrect and making the correction in our DonorPortal records for the donor, so their annual statement will reflect it correctly.
C
Cindy Hilyard
Matthew McGee I do this too! Donor Perfect is our ultimate source of truth.