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:
- 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.
- The Split Fund screen opens, showing a list of all of your fund codes.
- Enter the amount of the gift that is allocated to each fund.
- 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.
- Click on Done.