How-to: Update Donor Information for Completed Transactions

Edit donor information for a contribution after the transaction has already been made.

On some occasions, you may find that a donor requests to have their information changed after they’ve already contributed to your fundraiser. For instance, your donor may have made a typo or entered the wrong mailing address. You can edit the following fields after a transaction has been made:

  • Who receives credit for the donation
  • Per-unit pledge and the maximum amount (for A-thon Campaigns)
  • Mailing address
  • Phone number
  • Responses to custom questions
  • Donation honoree 

Update Donor Information

  1. Go to Campaigns in the left menu.
  2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
  3. Select View Donations*.
  4. Hover your mouse over the donation you wish to edit and click on the 3-dot icon to the right:

  1. Select Edit donation*.
  2. Enter the updated information and select Save:

To change the honoree's name, check the box next to Make this donation in the name of someone else and enter the new name.

Good to Know

 

*Terminology may differ according to Campaign settings.

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