How do I enter a split gift?
Modified on: Wed, Mar 14, 2018 at 2:19 PM
When entering or editing a gift, set the Split Gift field to “yes”. You will notice that certain fields will disappear (For, Fund, Event, Appeal, Family, Source, Source Name & Report Name) and that a grid will appear in their place. This grid allows you to allocate a certain amount or percentage of the total gift to any combination of these fields.
To add a new row to the split gift grid, click on the “Add Split Gift” button that is to the right of the Yes/No button. To delete a row on the split gift grid, click on the trashcan icon in the last column on the grid for the row that you would like to remove.
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