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 move sponsorships into a fundraiser if the donation is from a credit card. If the donation is from an ACH payment, please reach out to our help desk, they will be able to help you in this matter.
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, you will need to know the fundraiser name and slug (ex: Purecharity/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 1: Starting from your dashboard, click Sponsorships. Next click the Sponsorship Program name containing the Donor needing to be moved.
STEP 2: From the Sponsorship Program Dashboard, select the Sponsor's (Donor's) name.
Click the Gray Gear Icon.
Next select 'Transfer to another sponsorship.'
STEP 3: 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 the profile [URL/slug] Name (Type). Ex: [Mary-2] Mary Beth (Sponsorship).
STEP 4: Once you have selected the correct option, select 'Save'.
The Donor has now been transferred! Their billing cycle will remain on the same schedule.
Still need help, reach out here firstname.lastname@example.org.
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