Splitting gifts

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Donors may want to contribute to more than one gift item with the same gift or pledge. For example, a donor may want to contribute $100 to an organization that supports both the desert regions and deep-water ocean areas. Instead of making two separate donations, the donor would like to split their gift equally between the two causes. Staff users can enter a split gift for the donor, allocating $50 to the desert regions fund and $50 to the deep-water ocean areas fund.

Note: The Split gift items option is not available for adjustment batches, installment pledges, or pledge payments.

To split a gift or pledge between multiple gift items, do the following:

  1. Go to Fundraising > Enter gifts.
  2. Create a new gift batch or select an existing gift batch.
  3. Select Gift or Pledge as the gift Type.
  4. Enter the user ID of the Donor placing the donation or begin typing their name to review a filtered list of contacts. If the donor does not have a user ID, select Add new contact.
  5. Select Split gift items. Any existing values in the Amount or Gift item fields automatically populate the first row of the Gift item table.

    6. Enter gifts window with emphasis on how to begin split gift process

  6. In the Gift item column, enter the Gift item code. As you type, the field acts as a drop-down and you can select a Gift item.
  7. In the Amount column, enter the monetary amount to contribute to the gift item. Entering an amount automatically recalculates the total Amount of the gift.

    8. Splitting the donation between two gifts

  8. Enter the remaining gift data, such as Requests, Source codes, Soft credits, Moves managers, and payment information. For more details, see Entering gifts.
  9. Click Save. Repeat this process to continue adding donations to the batch.
  10. Click Process Batch.

Once you post the related batch, the following occur:

  • One invoice is created for the gift. The invoice includes a line item for each gift item.

    • Gifts appear in donation

  • Each gift item included in the gift is assigned a separate receipt. When manually issuing receipts for a split gift, select Group gifts from the same donor into a single receipt to combine the associated gift items into one receipt.

    • Both gifts appear in receipt

  • The split gift is available for certain non-financial adjustments. For more information, see Adjusting gift and pledge details.