Fund Splits

Fund code designations are generally used to indicate that a gift is intended for, or restricted to, a particular purpose within the organization. If a donor wishes to split his gift between several purposes, you can use the Split Fund button on the gift entry screen for that purpose.

To split a gift among several funds, do the following:

  1. On the Add Gift screen, after you have entered a gift amount, click on the Split Fund button next to the Fund code drop down list.
    1. The Split Fund screen opens, showing a list of all of your fund codes.
  2. Enter the amount of the gift that is allocated to each fund.
    1. As you enter the amounts, the Total Fund Amount on the top of the screen increases and the Gap decreases. You must allocate the total amount of the gift.
  3. Click on Done.