If you add a pledge to the wrong donor, you can correct your mistake by moving the pledge to the correct donor. When you change the donor for a pledge, any payments linked to the pledge will also be updated.
| Note: The transfer of a pledge to another donor is not allowed if the pledge is linked to two or more payments. |
To transfer a pledge from one donor to another:
- Click Donations on the Main Menu, then Pledges.
- On the Pledges page, search for the pledge you want to transfer to another donor. For more information, see How to Use Search and Apply Filters in Donor Fuse.
- When you find the pledge, scroll to the right, click the Action menu, denoted by three dots, then click Edit.
- On the Edit Pledge window, click the Donor box, then select the donor to which the pledge will be transferred from the list.
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Click Save Changes, then Yes to confirm the change in donor.
The video below shows how to transfer a pledge from one donor to another.