Ability to edit constituent gift from individual to organizations

In the web view, you are able to edit the constituent a gift record appears under only between individuals or organizations. It would be very helpful to also be able to edit a gift from an individual record to an organization record, or vice versa, without having to re-commit the gift.

  • Jake Levyns
  • May 1 2026
  • Planned
Gifts
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  • Anne Marie Marsiglia commented
    13 Aug 17:26

    Currently when editing a gift, we can only move a gift from individual to individual, or organization to organization. Would be great if we were able to move the gift from individuals to organizations and vice versa.
    Sometimes an individual purchases a sponsorship on behalf of their company but the gift is initially entered on the individual's record. This requires that we move the gift to the Organization. Thanks for considering

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  • Guest commented
    01 Jun 14:11

    This would be extremely helpful as we consistently get employees give a gift online using their personal info only to find out after that it was in fact on behalf of the organization.

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  • Karen Diener commented
    04 May 12:52

    You can do this now, even though it is a clunky process:

    How to move gifts from one constituent to another

    I agree with you that it should be easier! I just doubt that it will be high on the priority list for Blackbaud.

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