Export the gift information from one constituent and import it back on to the other record.
Convert the individual to an organization record or vice versa then merge.
NOTE: If the record has information that only pertains to one record type, it will be lost if converted to the other record type. For example, if you have birth date information for an individual and convert it to an organization, the birth date appears on the Notes tab with a Notepad type of “Conversion Notes”.
- Create a new individual record populating a name and any required fields.
- Merge the necessary information from the original individual to the new individual.
- Convert the new individual record to an organization.
- Merge the necessary information from the new organization to the original organization record.
NOTE: The example above was in the context of merging information from an individual record to an organization. To merge from an organization to an individual just switch the words 'individual' and 'organization'.