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: Only one-time cash gift amounts are editable.

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 amount, and then under gift splits, select Edit gift splits.
In the Split amount field, enter how much to track for this fundraising effort.
In the Campaign, Fund, Appeal, and Package fields, select the fundraising efforts to apply the split toward.
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.