How to Enter Split Gifts
Overview
Eleo does not currently have a Split Gift button or a specific option for entering a split gift.
Instead, we recommend entering the split gift as two separate gifts, using the appropriate amount for each portion. If both portions came from the same check, it is okay to use the same check number for both gifts.
How to Enter a Split Gift
- Enter the first gift as you normally would.
- Enter the amount for the first portion of the gift.
- Select the appropriate fund, designation, or other details for that portion.
- Enter the second gift as a separate gift.
- Enter the amount for the second portion and select the appropriate fund, designation, or other details.
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If both portions came from the same check, enter the same check number for both gifts.
Example
A donor sends a $1,000 check that needs to be split between two funds:
- Gift #1: $600 to Fund A
-
Gift #2: $400 to Fund B
Enter these as two separate gifts. Both gifts can have the same check number, since they came from the same check.
This allows each portion of the gift to be recorded separately and properly allocated to the appropriate fund or designation.