Split Donations

One income item can be split between multiple funds or split the income into charitable and non-charitable income. When any portion of a profile payment, the feature used to create split donations, is charitable, the system will generate a tax receipt that acknowledges the deductible and non-deductible portion of a split contribution, if applicable. 

Create a Payment

1. Navigate to the Payments page.
2. Enter the profile name that is giving the contribution in the Create Payment field and select the profile from the drop-down list.
   
   
   
3. Enter the applicable Create Payment information, and then click Create.
   • Payment Date, Payment Method, Amount, and Fund are required fields.
     
     • Payment Date
     • Payment Method
     • Amount - Total payment amount.
     • Check Number - If Check is selected as the payment method, enter the check number. If Other Payment is selected as the payment method, this field can be used to explain which payment method is being used
       • Example: PayPal
     • Fund - The destination fund.
       • Search for and select one destination fund; the second will be selected when splitting the profile payment.
         
         
         
   • If you selected Stripe as the payment method, enter the credit card information on the next page.

Split the Profile Payment

1. From the profile payment record, click Create Donation in the left-side menu.
2. Enter the applicable Add Donation information, and then click Process.
   • Donation Type is a required field.
     • Donation Type - Defines the revenue account to which the donation will post.
     • Donation Amount - The donation amount for the first fund.
     • Description - Information that describes the split donation.
     • Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
        
       
       
       
       
3. Click [post].
   
   
   
   • Once the first donation has been posted, the remaining open amount will be automatically applied to the profile payment.
     • If the first donation is not posted, the profile payment will still display the original amount; however, the second donation can still be created for the remaining amount.
   • Once posted, the donation shows an open balance in the profile payment for the remaining portion of the original donation amount. 
4. Click the profile payment ID.
   
   
   
5. Click Create Donation in the left-side menu.
6. Enter the applicable Add Donation information, and then click Process.
   • Donation Type - Update if applicable.
   • Donation Amount - This will automatically populate with the remainder of the contribution.
     • If the contribution needs to be split into more parts, you can override this amount and add more donations.
   • Description - Information that describes the split donation.
   • Destination Fund - The other destination fund for the split payment.
     
     
     
7. Click [post].
   
   
   
8. Complete this process until the open balance on the profile payment is satisfied.

The entire contribution will now be split and applied.