Report Help

@JoAnn Strommen I just discovered putting in split gifts and am noticing the same thing--If I put a split giftm (total $5000) of $4500 to Account 1 and $500 to Account 2, when I run a RE report for Account 1, it shows $5000, which is incorrect.

@Nancy Bakke:

@JoAnn Strommen I just discovered putting in split gifts and am noticing the same thing--If I put a split giftm (total $5000) of $4500 to Account 1 and $500 to Account 2, when I run a RE report for Account 1, it shows $5000, which is incorrect.

Not sure which report you are running, but there should be a setting in it somewhere about split gifts. If you are in Query or Export, you would need to go to the Fund node for a gift and export the Fund Split Amount.

Karen

@Dina Sorrentino
This is generally not a big issue for our average fundraising report. Donor donated $X denote his “giving level/category” as such, without regards to if part of that donation is related to non-deductible (benefits amount). generally that non-deductible values are not really “significant” enough to worry about. (however, if you wish to worry about it, it can be, see below)

We encounter this issue when it comes to major donor and national board member's giving. So the way we handle this is not with receipt amount. As you already pointed out, receipt amount is on the gift record itself, not on the split of the gift. So in order for nondeductible to be accounted for properly, we have to associate the non-deductible information with the split. I don't know your org's use of campaign, fund, appeal, and package. So for us, our non-deductible is recorded on package as package attribute. (Appeal usually = our events, which has various package such as ticket purchase, sponsorship, etc). Some package does not have non-deductible, while some has different nondeductible even for same appeal. So on package, we have 2 attributes: Ticket Included, and Non-Deductible (this is non-deductible per guest). Only when both attribute exist, we multiple the 2 together to obtain the non-deductible amount that should be “excluded” from the split amount for certain report calcuation.

@Kelly Hunter
Split gift is a pain and that's why a lot of org avoid it.

Blackbaud created a “beast” when they try to include too much flexibility. This flexibility leads to a LOT of many to many relationship:

1 gift can have multiple splits

1 gift can have mutliple gift solicitors

1 gift can have multiple soft credits (and does not have to add up)

1 payment can be applied to multiple pledges (multiple constituent pledges even)

All of these = to difficulty in reporting esp when you try to create any reporting that is custom to your org's business model.

Being able to differentiate each many to many relationship will allow you to better create a report that reflects the actual giving of the donor.

Imagine needing to create report such as: how much a certain solicitor fundraised for certain fund or type of funds. Then having gift that is $100K split to 5 funds, and have 3 gift solicitors. First have to calculate the % of the gift in question that is solicited by the fundraiser and apply that % to the 5 funds and summarize only that amount.