Moving Beneficiary to New Donor
Engage allows moving a beneficiary under a sponsorship from one donor/sponsor to another. This movement could happen due to various reasons, such as a change in circumstances, preferences, or availability of the original donor.
To move a beneficiary, follow the steps defined.
- Search for a sponsorship or search for an account that created a particular sponsorship and go to the Sponsorships section.
Choose any sponsorship, click the down arrow, hover over Advanced options and select Move.
Decide whether to move the beneficiary to a different account or make it anonymous.
If you select:
- To move the beneficiary to a different donor, a Move Sponsorship to screen pops up. Search for the account and click Next.
- To make the sponsorship anonymous, a Confirm Move screen pops up. Click Confirm.
Click Confirm to move the beneficiary to the selected donor account.
