Apply a New Commitment to Multiple Designations

Designations specify the overall and specific purposes for a commitment. When you receive a commitment, you must specify how you plan to use its revenue. Typically, the appeal used to solicit the revenue automatically specifies the designations to which it is applied. It is important to enter this information for all revenue your organization receives so you can develop statistics to determine the financial progress of the designations.

You can distribute revenue between multiple designations. When you split revenue, you must specify the amount or percent of the revenue to apply to each designation.

Note: When you apply a payment to an outstanding commitment, the designations associated with the commitment automatically apply to that amount of the payment. To change the designations associated with a commitment, edit the designations from the commitment record.

Note: To split a payment transaction between multiple commitments, add a separate application of the payment for each designation. For information about how to add an application to a payment, refer to Edit a Payment.

Split a new commitment between multiple designations

This procedure explains how to apply a new commitment to multiple designations. You can also update an existing revenue record to split it between multiple designations. For information about how to apply an existing recurring gift to multiple designations, refer to Edit the Designations for a Recurring Gift.

  1. On the Add a pledge screen, Add a recurring gift screen, or Add a matching gift claim screen, select Designations. The Split designations screen appears.

  2. In the Designation column, search for the designation to which to apply the revenue.

    You can apply the revenue to multiple designations. To apply the revenue to multiple designations, enter each designation on a separate row of the Designation column.

  3. In the Amount column, enter how much of the revenue to designate to each designation. To enter the percents to use for the split, select Split by percent.

  4. To split the revenue amount evenly between multiple designations, select Distribute evenly.

  5. Select OK. You return to the previous screen.