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gifts » split gifts (RSS)
  • Re: Gift entry when percentage of gift goes to a fee account

    Karen, did you find a way to make this easy? I know this is an old post, but we have just started assessing a gift fee and I prefer to avoid as many steps as possible. For now, I am splitting each gift - 95% to whatever is designated and 5% to the Operating Fund (donor of course gets credit for 100%...
    Posted to Forum by Valerie Frank on 01-03-2012
  • Re: One gift to multiple funds: choices for data entry and reporting problems

    Have experienced same issues with reporting when entered as one gift and split between funds. Didn't like it, so I don't do it anymore. Of the two types of problems created, I decided accurate reports were a higher priority. So far our letters re increase in giving are fund specific, so for us...
    Posted to Forum by JoAnn Strommen on 12-14-2009
  • One gift to multiple funds: choices for data entry and reporting problems

    Hello, Many of our donors split their gift between mulitple funds. The way we look at it, there are two options: 1) Enter the gift as one gift, and use the split gift function to designate to multiple funds 2) Split the gift manually into different funds ($3000 to fund A, B, and C becomes $1000 for Fund...
    Posted to Forum by Lindsay Westfall on 12-14-2009
  • Importing split gifts as an amendment?

    Hi, Does anyone know if it is possible to import a split gift as a gift amendment? I can get the import to work but I either end up with a split gift with no amendment, or an amended gift with no split. Am I missing something here, or am I trying to do something that isn't possible? Thanks, Jenny...
    Posted to Forum by Jenny Mulcock on 05-31-2009
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