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Splitting Church/Foundation Gifts

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 Splitting Church/Foundation Gifts

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Note: This topic represents an activity that very few missionaries would have to perform.

Some missionaries receive funding from a church whose members give to the missionary indirectly through the church. If the missionary wants the individual contacts to be credited instead of the church, the only option is to manually reduce the church's gift and manually add gifts to the other contacts.

 Tutorial: Splitting church / foundation gifts

1. The church's gift original gift was downloaded from the Web.  

2. Right click in the "Gifts" box and select "Add new gift".

3. Add a new gift with a negative amount. This effectively reduces the church's gift to $0. If only a portion of the church's gift will be assigned to other contacts, then only that amount would be reduced. Uncheck the "Available on Web" box.

4. The negative gift will appear in parenthesis in the list of gifts, offsetting the original gift.

5. From the list of contacts, select the individual contacts you want to assign gifts to. Use the "Add Gift" option and remember to uncheck the "Available on Web" checkbox.

Note: This process cannot be automated, so if you regularly receive gifts from donors via a church, you will have to perform these steps each time the gift is received.




Comments on this Help Topic

Mike W wrote re: Splitting Church/Foundation Gifts
on 19 Dec 2011 4:40 PM

With the pending change to the 13-month printout giving us the breakdown of church/foundation gifts by individual contributor, is there a plan in the next major release to split out gifts by major/minor donors? I have a couple supporters who all give through the same foundation so I have to manually reduce and add the gifts to keep things straight.

Troy Wolbrink wrote re: Splitting Church/Foundation Gifts
on 19 Dec 2011 6:08 PM

ITG is considering it.  It would not be a change to TntMPD, but rather in how they present the donation data to TntMPD.

Ryan McReynolds wrote re: Splitting Church/Foundation Gifts
on 23 Oct 2012 3:57 PM

This is very helpful. I just realized I need to solve this issue with a foundation that multiple donors use. It would be ideal to have the donor split out automatically.

Troy Wolbrink wrote re: Splitting Church/Foundation Gifts
on 27 Oct 2012 8:09 PM

Ryan, I believe that the this is done automatically by Cru (ITG) now (as of Sept 1, 2012).  When they know the source donor, they will send that as the donor id instead of the "passthrough" donor id (i.e. the foundation).

Mike W wrote re: Splitting Church/Foundation Gifts
on 22 Jan 2014 6:08 PM

The Gift sync downloaded a gift from a foundation and applied it to the donor for which that overall donor id is assigned. So it appears that the major/minor data is not getting sent to TntMPD. I still have to manually splitthe gift. In fact the gift had been posted to the individual in Dec, but then the last sync deleted the gift and downloaded the Foundation gift.

Bob Mac Leod wrote re: Splitting Church/Foundation Gifts
on 22 Jan 2014 9:29 PM

This sounds like a question for the Forum.

Jon Pagel wrote re: Splitting Church/Foundation Gifts
on 1 Dec 2014 1:04 AM

I agree with Mike that this would be a good thing to fix in whatever update comes out next. Thanks Bob for showing this to me.

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