Split Gifts

When a donor requests that you use their gift for more than one fundraising effort, you can split it between campaigns, funds, and appeals. When you split a gift, you indicate how much to track for each effort.

Split a Gift Amount Across Multiple Fundraising Efforts

Note: In web view, split editing is available on more gift records. What you can update depends on the gift's status and whether a payment transaction is linked.

  1. Under Giving history on the donor's constituent record, choose the gift to split.

    • For a new gift, select Add gift, enter its total amount, and select Split this gift.

    • For an existing gift, select its amount. On the gift record, select Edit, Gift details, and then under Gift splits, select Edit gift splits.

  2. In the Split amount field, enter how much to track for this fundraising effort.

  3. In the Campaign, Fund, Appeal, and Package fields, select the fundraising efforts to apply the split toward.

  4. For each additional effort, select Add another split, enter how much to track, and then select the campaigns, funds, appeals, and packages to use.

    Tip: To quickly enter how much to track for multiple efforts, select Distribute evenly.

    Note: The splits must total the full amount of the gift.

In Add or Edit Gifts in Grid Batch, you can also select Percentage in the Gift Splits window to enter each split as a percentage of the gift amount instead of a dollar amount.

View Splits in a Gift List

To see how gifts are split without opening each record, add the Gift splits column to a gift list.

  1. In the gift list, select Columns .

  2. Select Gift splits, and then select Apply changes.

The column lists the fund and amount for each split. Select more to see the amount, campaign, fund, and appeal for every split. To open a campaign, fund, or appeal, select its name.

Note: The column always shows all of a gift's splits, even when you filter the list by campaign, fund, or appeal. When you apply one of those filters, the list's Total includes only the matching splits. When you export the list, the column is included too.