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
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  • Dyan Karstens commented
    30 Nov, 2023 05:20pm

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

  • Pat Conley commented
    9 Feb, 2023 10:04pm

    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
    8 Feb, 2023 07:20pm

    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
    8 Feb, 2023 03:52pm

    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?

  • Pat Conley commented
    8 Feb, 2023 02:18pm

    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
    7 Feb, 2023 02:00pm

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

  • Henry G commented
    23 Dec, 2022 04:08pm

    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
    7 Feb, 2019 03:39pm

    This is a high priority

  • Mandy Smith commented
    31 Jan, 2019 08:14pm

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

  • Caleb Capaz commented
    31 Jan, 2019 08:14pm

    We need this very badly!

  • Rob Downs commented
    22 Jan, 2019 02:02pm

    This would be extremely helpful to us!

  • Kierstin Sykes commented
    3 Jul, 2018 02:55pm

    Also pledge subtype

  • Christy Wilson commented
    5 Jun, 2018 09:11pm

    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
    5 Mar, 2018 08:56pm

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

  • Liz Feskoe commented
    15 Jun, 2017 03:59pm

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

  • Erika Layfield commented
    15 Jun, 2017 03:58pm

    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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