# Merge Donor or Make Anonymous

“Merge Donor” or “Make Anonymous Buttons” provide the ability to merge two existing donors into one from the “Edit Donor Screen.” Within this screen, all donations are moved from the source Donor the user is currently viewing, into the target Donor and deletes the source Donor.

1. All Donations for the source Donor are moved to the target Donor regardless of the facility where it was recorded, the fiscal year of the donation and the facility the user is working in at the time the merge is executed.

2. Any Donor can be merged with any other Donor. The source and target Donor does not have to have the same Donor Type.

· If the Donor Type for the source Donor = Organization, it must have a status of Active to be eligible for the merge. If the Organization is Inactive; the merge feature is not available.

· If the Donor Type for the target Donor = Organization, it must have a status of Active to be eligible for the merge. If the organization is Inactive; the user receives the message “Target Donor Organization is inactive, please choose a different target Donor.”

Only National or Site Administrators in the local facilities has access to the “Merge Donor Button.”

#### Merge Donor Button

If the “Merge Donor Button” is selected, the “Search Donor Screen” displays. This allows the user to select the target Donor for merging. The target Donor is the option remaining on file after the merge.

- The source and target Donors cannot be the same. If they are the same Donor, the user receives a message “The target Donor cannot be the same as the source Donor.”

#### Make Anonymous Button

If the “Make Anonymous Button” is selected, the target Donor Type is “Anonymous.”