Manage Gifts at the Split/Application level

Tributes, benefits, appeals and gift fees should be available at the split level.

  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
  • Attach files
  • Dyan Karstens commented
    November 30, 2023 17:20

    We need this for reporting on benefits from the data warehouse. Amounts are doubled-counted per designation when using the receipt amount.

  • Admin
    Pat Conley commented
    February 09, 2023 22:04

    Thank you Greg and Bryan. As we are close to closing out some currently active ideas for release soon, I will be looking to get some input from the PAG on recommendations for which ideas to next add in to our backlog. Thanks for pointing out the previous PAG presentation on this item. The complexity of any given idea is one of many factors we look at, I did not mean to imply it would not happen simply for that reason.

  • Greg Harmelink commented
    February 08, 2023 19:20

    This is a key critical flaw in the platform. I'm guessing every institution who uses CRM has a variety of workarounds to address this flaw and I'm pretty confident that most people are not satisfied with their workarounds.

  • Bryan Plocek commented
    February 08, 2023 15:52

    This was presented by the BBCRM PAG to Blackbaud over 3 years ago, and at the time the PAG said it was a very high priority and absolutely need. Are we now being told that it is not going to happen because it is hard?

  • Admin
    Pat Conley commented
    February 08, 2023 14:18

    Hi Matt, we do not currently have this one on our ideas backlog. We are currently working through some other high vote and strategic ideas, and will be continuing to deliver those over the next few service packs. This particular idea, while highly voted, would involve quite complex and disruptive changes to the core product and to many of our customer's integrations, customizations and third party add-ins. It would also take quite a bit of time away from us being able to deliver on other important ideas. Thank you for the question, will keep this idea updated if any of this is re-evaluated.

  • Matt Kane commented
    February 07, 2023 14:00

    This thread started in 2015. Where are we seven years later on this?

  • Henry G commented
    December 23, 2022 16:08

    This would be a huge improvement over the current handling of Tribute gifts. When entering tributes on a split transaction, there is no way to link each tribute to the related application (split). You can enter a specific amount per tribute, but if you have multiple splits of equal amounts the CRM cannot tell you which split, which transaction type, and more importantly, which fundraising area is associated and being supported by that tribute.

    Ideally I would like to see Ex: Split 1 (Pledge Payment) linked to Tribute for Ms. A, and Split 2 (Outright gift) linked to Mr. B. This would allow us to clearly see that split 1 honoring Ms. A is specifically linked to the XYZ fundraising area. While Split 2, for Mr. B is for the ABC fundraising area.

  • Chris Ososki commented
    February 07, 2019 15:39

    This is a high priority

  • Mandy Smith commented
    January 31, 2019 20:14

    It is ridiculous for this not to be built in!!!!!

  • Caleb Capaz commented
    January 31, 2019 20:14

    We need this very badly!

  • Rob Downs commented
    January 22, 2019 14:02

    This would be extremely helpful to us!

  • Guest commented
    July 03, 2018 14:55

    Also pledge subtype

  • Christy Wilson commented
    June 05, 2018 21:11

    Need to be able to process one transaction to various appeal.  Also we would need the ability to designate what amount of the payment is applied to which appeal.

  • Guest commented
    March 05, 2018 20:56

    The ability to split a payment across multiple appeals is a high priority issue!

  • Liz Feskoe commented
    June 15, 2017 15:59

    ^^^^^ I second the comment by Ms. Layfield. ^^^^^

  • Erika Layfield commented
    June 15, 2017 15:58

    This is imperative! the inability to have split appeals, for example, makes it so that we need to run manual processes to catch these gifts.  

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