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How to transfer a sponsor to another sponsorship or fundraiser

As an admin of an organization with a sponsorship program, you have the ability to transfer sponsors to a different sponsorship in the same program, different program, or our of sponsorships and into a fundraiser. 

If you would like to transfer from sponsorship to sponsorship, you will need to know the slug of the child you are transferring to. (Ex. /purecharityhaiti/emily-2) Because this sponsor stayed within the sponsorship programs, you do have the ability to move them again if needed. 

If you are transferring from sponsorship to a fundraiser, again you will need to know the fundraiser name and slug (ex: Pure Charity /purecharity). Because you are moving a sponsor to a fundraiser, this donor will no longer be able to be moved once completed. You cannot move a donor from a fundraiser back to a sponsorship.

To learn how to transfer sponsorship donors, please follow below:

 

STEP ONE: Starting from your dashboard, click Sponsorships. Next click the Program Name containing the donor needing to be moved.

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STEP TWO: From the sponsorship program dashboard, scroll until you see the sponsors name. Click the gray Gear Icon. Next click Transfer to Another Sponsorship.

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STEP THREE: Type or scroll until you find the new sponsorship or fundraiser you would like the donor to transfer to. NOTE: The options are sorted by [slug] Name (Type). Ex: [Mary-2] Mary Beth (Sponsorship). 

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STEP FOUR: Once you have selected the correct option, click Save. 

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STEP FIVE: The donor has now been transferred! Their billing cycle will remain on the same schedule.

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If you have questions, please contact you Account Lead or help@purecharity.com.

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