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

Updated yesterday

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 contributed 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 experience organizer, to 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 experiences)

  • 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 experience page)

Here’s how to alter a previous transaction:

  1. Click on Experiences in the left menu.

  2. If you have chosen a list view, click on the title of your experience. If you have chosen a grid view, click on the experience 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 donor’s name, 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 experience type and information collected in the experience.

  • Donors can also edit this information from their accounts. (learn more)

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

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