Split gift amount for tributes
You should be able to split the gift amount over multiple tributes for one gift. Similar to how multiple soft credits on a gift can receive partial or full credit. If someone gives $100 because they are donating $25 for 4 people, you should be able to split that amount up on tributes so that reports can run accurately.
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Leah Ross
- Mar 14 2012
Related ideas
This suggestion was made in 2012. Was it ever implemented?
I can't tell if the suggestion is for linking one gift to multiple tributes with specific amount allocations, or linking one gift and tribute to multiple soft credit recipients with specific amount allocations, but we need to be able to do the former (link one gift to two/multiple tributes while allocating a specific amount to link rather than the total to both). Right now, if someone sends in a $50 check in memory of George Banks and in honor of Kimberly Paisley, we have to enter those as two separate $25 gifts in order to correctly allocate only $25 in memory of George Banks and $25 in honor of Kimberly Paisley rather than the full $50 to both. We should be able to specify how much of the gift gets "applied" to each linked tribute instead of the full amount being credited to both.
etapestry does this - BB should take a look at one of their other products to see how it could be done in RE.
I agree with Leah's suggestion. Using the example given above when I split a $100 IMO of 4 separate indivuduals. The donor record shows the even split, however each tribute record shows that the donor gave the full amount $100 IMO of instead of $25 IMO each tribute.
I definitely think there should be a better approach to capture multiple tributes for a single gift donation. It's always a challenge especially when a cheque donation is involved where the amount of that single cheque is $100.00 and the donor would like it to tribute 7 individuals...either it shows up as a single donation attributing 7 tributees $100.00 each or having to split the donation 7 ways which then reflects in the donor record as making 7 donations of $14.28 which is not true! This should be something that Blackbaud should have taken into consideration when building the tribute module...
I agree 100%. We are trying to use our RE reports to balance against our FE reports. Makes sense, right? However, the monthly tribute report totals from RE never match the FE tribute account because of the way RE shows the tributes. Currently I have to pull the RE trbute report out into Excel, go thru and manually split up the multiple tributes per gift and re-total the report so that it matches FE. What a waste of time! Plus it is ripe for errors because of the manual manipulation that has to be done. It falls on me because it is something that I have to be certain is 100% correct before I can release it to our FE people.
Just had to deal with this very scenario. Would be very helpful.
I agree with this 100%. We recognize tributees on a Wall of Remembrance when they reach a milestone and I don't want to send 3 receipts for one donor's christmas gift if it's in memory of 3 people............
Yes! This is crucial when a giving portal sends a single check but it covers multiple tribute gifts. We need to be able to link a particular tribute to a particular soft credit.
Just noticing that comments on this problem go all the way back to 2012 without a solution. Hmmm. Anyone paying attention?