Split Gifts

What is a Split Gift?
A split gift is when a donor requests that the donation be used for multiple causes within your organization. For example, they may request that a certa...
Wed, Jan 27, 2016 at 5:48 PM
How do I enter a split gift?
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, S...
Wed, Jan 27, 2016 at 5:48 PM
Can I split any gift type?
Yes, any gift can be a split gift.
Wed, Jan 27, 2016 at 5:55 PM
How do I add a new row for a split gift?
To the right of the “Split Gift” Yes/No button, click on the button with the plus sign and a gift box. It will say “Add Split Gift” when you hover over it....
Wed, Jan 27, 2016 at 5:56 PM
How will my split gift appear on the gift grid?
There will be a row on the gift grid for every row that appears on the split gift grid. This allows you to see the most detailed view of the gift. For exam...
Wed, Jan 27, 2016 at 5:56 PM
Can I edit a split gift?
Yes, you can edit the information listed in the split gift grid when you edit a gift. Once you save the changes, you will see the updated data on all relat...
Wed, Jan 27, 2016 at 5:57 PM
Can I delete a row from the split gift grid?
Yes, scroll over to the right of the Split Gift grid in the Gift screen and click on the trashcan icon. Click Delete to confirm that you want to remove thi...
Wed, Jan 27, 2016 at 5:57 PM