Coding multiple gift records paid by 1 check/charge - Not using split gift feature

Mary Dunning

Our auditor is asking for list of donors that have made a single payment of $5,000 or more. We do not use the split gift feature in RE, and I need a way to query gift records linked by a single payment source.  

Jen Claudy

Do you enter pay method data?  Like a check number?  You could do a Constituent Query, use a Summary Field to find all Constituents giving a cumulative $5k+ in the timeframe you're looking at, take those ConstIDs and create a Gift Query showing all Gifts from those Constituents in that timeframe, sorted by Const ID then check number (or probably Gift Date).  (Or, depending on how many you have, manually click thru them.)


I personally would add a Note or Reference Field text to "link" these all together...or (depending on how you use it) adjust the GiftID to be the same number with a letter appended to the end (i.e. 12345a, 12345b, 12345c).  I'm assuming you have lots of split gifts that aren't entered split, so I would consider doing this or tagging them in some way when entering any split gift.

Mary Dunning

Jennifer Claudy:

Do you enter pay method data?  Like a check number?  You could do a Constituent Query, use a Summary Field to find all Constituents giving a cumulative $5k+ in the timeframe you're looking at, take those ConstIDs and create a Gift Query showing all Gifts from those Constituents in that timeframe, sorted by Const ID then check number (or probably Gift Date).  (Or, depending on how many you have, manually click thru them.)


I personally would add a Note or Reference Field text to "link" these all together...or (depending on how you use it) adjust the GiftID to be the same number with a letter appended to the end (i.e. 12345a, 12345b, 12345c).  I'm assuming you have lots of split gifts that aren't entered split, so I would consider doing this or tagging them in some way when entering any split gift.

Same I was considering.  Always good to get confirmation I am on the right track.  Thanks so much.