Changing a donation’s designation or campaign

Donating funds, at the time of donation, is an agreement by the donor to provide funds to the specified Campaign (and Designation, if applicable).

Our interface, with a new Edit button on Donations and Recurring Plans, now allows editing of Campaign and Designation! So, as long as you have clear indications from a donor that they would like their funds to be redirected, you may now adjust those records as you see fit.

Beyond that, it is vital to know what editing Campaigns and Designations will do and won't do.

  • What this will do: Update the edited record, cause any historical syncs you run including said record to reflect the new info, affect all associated donations when a recurring plan is edited.
  • What this won't do: Reissue any past receipts from Fundraise Up.

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