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Split Gifts

What is a Split Gift?A split gift allows you to attribute a single gift to different causes or programs in your organization. For example, a constituent gives you a check for $1000 and wants $700 to go towards your capital building campaign and the other $300 to got towards camp scholarships. There…1 min readHow do I enter a Split Gift?To enter a split gift, fill in the top part of the form including the type, date, and total amount of the gift. Complete the other fields as appropriate. Further down the form switch the Split Gift button to "yes". A new table will open with the first line showing under date. En…1 min readCan I split any gift type?Yes, any gift can be a split gift. Split gifts are usually applied to donations to divide the proceeds among different revenue categories in a single entry. However, only the amounts and revenue categories can be split. The type cannot be split, so you cannot apply some of the c…1 min readHow do I add a new row for a split gift?Below the Split Gift toggle, click on the blue gift box icon. It will say “Add Split Gift” when you hover over it.1 min readHow will my split gift appear on the gift grid?There will be a row on the Gifts grid for every row that appears on the split gift. This allows you to see the most detailed view of the gift. For example, if you split a $1,000 gift into 30%-70% split, you will see two rows on the Gift grid. One will be for $300 and the other f…1 min readCan I edit a split gift?Yes, you can edit the information listed in the split gift grid when you edit a gift. Click on the amount from the Gifts grid or the constituent's Gifts tab to open the transaction record. If you are changing the split amount, but not the total, you can click on Amount in the Sp…1 min readCan I delete a row from the split gift grid?Yes. To open the gift, click on the Amount from the Gifts grid or the constituent's Gifts tab. You can turn off a split by toggling Split Gift to NO and the transaction will revert to a single amount applied to the revenue categories assigned in the For, Fund, Event, Appeal, Fun…1 min read