Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Manually move the gifts:

  1. Click Records, Constituents.
  2. Open the constituent record with the gifts to move.
  3. Note the information to be moved to another record.
  4. Manually delete each gift from the Gifts tab of the constituent or adjust it to $0.
  5. Click Save and Close to save and close the constituent record.
  6. Open the constituent record on which to add the gifts.
  7. Manually add each gift.
  8. Click Save and Close to save and close the constituent record.

OR

Globally move all gifts on one constituent record to another constituent record:

  1. Click Admin, Merge Constituents.
  2. In the Merge From field, click the Binoculars button. Search for and select the constituent with the gifts to move.
  3. In the Merge To field, click the Binoculars button. Search for and select the constituent to move the gifts to.

    Note: You can only merge the same types of constituents, e.g. an individual constituent can be merged with an individual constituent and an organization constituent can be merged with an organization constituent. If you need to merge an individual with an organization, first convert the Individual to an Organization record or vice versa.

  4. In the Information frame, double-click Gifts.
  5. In the Information to Merge frame, remove everything except Gifts.
  6. Leave both options unmarked:
    • Exclude soft credits when merging gifts
    • Delete source constituent
  7. Click Merge Now.
  8. If prompted, click No to delete the source constituent.

    Note: All the gifts merge from the first constituent's record to the second constituent's record. You cannot select which gifts to merge.

OR

Export the gifts from one constituent and import onto another:

  1. Create a Gift query to select the gifts to move.
  2. Create a Gift export using the query from step 1. Export the following fields in CSV format:
    • Amount
    • Date
    • Type
    • Fund
    • Any other information needed from the gifts. Note: Even though the Batch number can be exported, it cannot be imported onto a new record.
  3. Open the file in Excel.
  4. Insert a column with the header of ImportID. In this column for each row, enter the import ID for the constituent on which to add the gifts.
  5. Add the following headers for the remaining columns:
    • GFTAmt for the gift amount field
    • GFDate for the gift date field
    • GFType for the gift type field
    • FundID for the fund field
  6. Save the file in CSV format.
  7. Import the file into The Raiser's Edge.
  8. Globally delete the gifts in the query.