Merge (Delete) Duplicate Donors

If you identify duplicated donors, there are 2 options:

• Mark one of the donors as "DO NOT USE - Donor Name"; this method can be used if the duplicate has multiple gifts assigned to them and it would be a lot of work to edit them all.
• Delete the duplicated donor after removing any activity related to the donor.

Follow these steps to delete the duplicate donor.

1. Identify which donor record you want to keep and which will be deleted.  
   Stewardship & Donor Management / Contacts / Contacts
2. If there are any gift records under the one contact to delete, those gift records must be edited to update the contact to the new contact.
   Stewardship & Donor Management / Funds / Gifts / View gGUI Journal 
   1. Find the gift that needs to be edited.
   2. Select the "e" on the left side of the gift.  
   3. Update Donor name to the correct donor we are keeping.
   4. Select Update
   5. Do this for all gifts on assigned to the donor we are deleting.
3. If the donor is assigned to receive a donor report for a fund, they must be removed from the fund record.
   Stewardship & Donor Management / Funds / Select Fund / Contacts under Fund View - Use edit pencil button
4. Once all Activity is removed from the Contact, the contact should have a trash can next to their contact ID.  Delete record.
   Stewardship & Donor Management / Contacts / Contacts

If you have any questions, please reach out to the Adavico Support team at clientsupport@adavico.com.