Convert a Managed Gift to a Self-Managed Gift

This article provides steps to convert a managed gift to a self-managed gift.

An administrator can can convert a specific managed gift to a self-managed gift the donor can manage.

Here are the steps:

  1. From Giving go to Accounts.
  2. Select the donor Account.
  3. On the Upcoming Contributions card locate the Managed Gift to be converted to Self-Managed gift.
  4. Click on the ellipses (3 vertical dots) to see the drop down menu.
  5. Click on Convert to Self-Managed Gift.
  6. Click on Yes, Convert Gift at the confirmation pop up. (Converting a managed gift to a self-managed gift is a permanent action that cannot be undone. The gift on Upcoming Contributions will no longer show the gift as managed.)Note*The change can be viewed on the Gift Detail Activity History page.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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