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How to change donor information on a contribution after it has been made

Find out how to update donor information on 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 made a contribution to your fundraiser. For instance, your donor may have made a typo or entered the wrong mailing address. We’ve made it easy for you, the campaign organizer, to edit the following fields after a transaction has been made:

  • Who receives credit for the donation
  • Per-unit pledge and maximum amount (for A-thon campaigns)
  • Mailing address
  • Phone number
  • Responses in custom fields
  • Donation honoree (used if the donor would like their name to show differently, or not at all, on the campaign page)

Here’s how to alter a previous transaction:

  1. Click on my campaigns in the left menu.
  2. If you have chosen list view, click on the title of your campaign. If you have chosen grid view, click on the campaign image.
  3. Click view transactions*.
  4. Hover your mouse over the donation you wish to edit.
  5. Click on the 3-dot icon at the right of the line.
  6. Click edit transaction*.
  7. Click save.

To change the name of the donor, click transaction honor and enter the name that the donor would like to appear.

Good to know:

  • All information collected from the donor can be edited here. This information will vary depending on the campaign type and information collected in the campaign.
  • Donors can also edit this information from their account. (learn more)

*Note: Terminology on these buttons may be different according to the terminology that you’ve chosen for your campaign.

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