Split Transactions

What is a Split Gift?
A split gift is when a donor requests that the donation be used for multiple causes within your organization. For example, they may request that a certain...
Tue, 16 Mar, 2021 at 10:21 AM
How do I enter a Split Gift?
When entering or editing a gift, set the Split Gift field to “yes.” You will notice that certain fields will disappear (For, Fund, Event, Appeal, Family, So...
Tue, 16 Mar, 2021 at 10:24 AM
Can I split any gift type?
Yes, any gift can be a split gift. This includes General, Pledges, In-Kind, and Stock.
Tue, 16 Mar, 2021 at 10:25 AM
How do I add a new row for a split gift?
To the right of the “Split Gift” Yes/No button, click on the button with the plus sign and a gift box. It will say “Add Split Gift” when you hover over it.
Tue, 16 Mar, 2021 at 10:34 AM
How will my split gift appear on the gift grid?
There will be a row on the gift grid for every row that appears on the split gift grid. This allows you to see the most detailed view of the gift. For exa...
Tue, 16 Mar, 2021 at 10:36 AM
Can I edit a Split Gift?
Yes, you can edit the information listed in the split gift grid when you edit a gift. Once you save the changes, you will see the updated data on all relate...
Tue, 16 Mar, 2021 at 10:38 AM
Can I delete a row from the split gift grid?
Yes, scroll over to the right of the Split Gift grid in the Gift screen and click on the trashcan icon. Click Delete to confirm that you want to remove this...
Tue, 16 Mar, 2021 at 10:39 AM