Adding a Split Gift

Adding a split gift is different from adding a planned gift. A constituent may desire to give a single donation but split it between two or more funds. This is possible through the split gift functionality which creates two or more gifts with one payment.

To add a split gift, use the following steps:

1. Access the constituent profile.
2. On the Action Bar, click the add split gift icon to add one or more gifts that will share one payment. The Split Gift | Add Gift window appears.
3. Add the first gift for the constituent as you normally would by completing the following information as required or desired:
   • fund code
   • source code
   • gift type
   • recognition code
   • gift amount
   • correspondence template
4. When the first gift has been entered, click the Save & Add Another button to split the payment/donation and add another gift to this constituent.
5. Once you have added as many gifts you need, click the Continue button to advance to the Split Gift | Review/Edit | Information window, displayed below.
6. Notice that you may edit or delete each line item before you click the Payment Info button to finalize the Split Gift.
7. Complete the required information to process the payment.
8. Click the Finish button to complete the payment process.

   After the payment is processed, the split gift will show on the Constituent Profile on the constituent gifts child form located on the Gifts tab.