How to split a recurring gift in NXT

We don't use automated recurring gifts in NXT ourselves yet, but is it possible to update the recurring gift record to have the split gift? I know it's there if you're creating a new recurring gift as this was something we wondered about when we looked into it.

Personally, I don't think it is possible to automate the recurring gifts in the scenario you described without using split gifts. We also automated all of our recurring gifts in NXT (which is so much easier than our previous process) but it also means that we have to live with a certain amount of split gifts. Luckily, these are pretty few and all fall under the same Campaign just different funds. This type of split doesn't have a huge impact on our reporting and we have set up our process to account for these. For us, it is worth living with a few split gifts in order to have the automation that NXT allows.

@Rachel, yes, we have used splits on recurring gifts in db view. Split is entered just like a split for a pledge. Have not attempted yet in web view.

@Faith Murray, we have made some very calculated decisions about “living with” split gifts. We only allow split gifts for recurring gifts within a narrow range and is simply for ease of use for our donors to set up their recurring gifts online through NXT. These all exist within a single campaign (Annual Giving) and within a single Gift Subtype (Individual) and are all within a single use case (tax credits). In our state (AZ), there are two state tax credits that donors can claim when they donate to our organization. One is very generic and the other is very specific and must be designated. We promote our Annual Giving campaign around these tax credits for our low to mid-range donors who primarily give online. This does not in any way effect our reporting of gifts since our main reporting features are campaign and gift sub-type. So, in order to better encourage donors to become monthly donors, as well as give them an easy way to give online, we are living with this type of split gift. The key is knowing how it will effect your reporting and how you are allowing donors to use the automation. In our case, the impact to reporting is low but the value to donors is extremely high.

Hi, we also don't use automated recurring gifts yet (but hope to soon!), but we do avoid using the split gifts feature as well. For your situation, I wondered what would be more time consuming – living with split gifts for that recurring gift and the subsequent consequences to reporting, or going into the gift after it is committed and making adjustments directly in the donor's record to three separate gift records. If the full amount is charged, it is just a matter of how it reflects in your database, which is always changeable. That would be a monthly task and takes away from the beauty of automation, but it would effectively avoid the split gifts reporting issues. Might be six of one, half a dozen of another though, but just thought I'd throw it out as an idea.