NXT: Make it possible to move a gift record from an individual to an organization

Please make it possible to move a gift record from an individual to an organization....and vice versa. How is this not possible?

It's nonsense that I have to create a dummy constituent record, move the gift to the dummy, convert the dummy from O to I, then change the constituent on the gift. This shows that it is indeed possible to move these records - why make the users of your product go through so much work?

  • Shawn Gerum
  • Oct 12 2022
Gifts
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  • Guest commented
    28 Oct 18:28

    We are also a church denomination and receive gifts directly from a member church's credit card or bank account (the organization, not an individual) through an online giving form. RENXT online giving forms need to match the gift to the organization constituent record.

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  • Devan Caton commented
    05 Sep 13:13

    Yes! We serve a church denomination, so we often receive gifts from churches. When those are submitted online by church staff members (like a treasurer, bookkeeper, etc), they end up on that individual's record. We then have to go through the laborious process of moving the gift over to the church's constituent record.

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