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Dina Sorrentino
Dina Sorrentino
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

All, I thought I would try here first before reaching out to support, I may even need to hire a consultant for this one. I run a monthly report for our campaign. We have fundraising buckets - scholarship, capital etc. that we are raising money for. I have attributes on all of our funds indicating what bucket it falls in. I run a query that has the split amount, fund and the fund attribute. The issue that I am running into has to do with split gifts- we have donors who donate a large amount of money and the gift is split between gifts that are tax deductible and some that a portion has a benefit. The receipt amount is based off of the full amount of the donation. This causes me to have to do a lot of manual manipulation when reporting. I don't really want to put gifts separately because I usually have report on dollar amounts ($10K plus gifts) for our development officers metrics and as a criteria for an event invite.

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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Dina Sorrentino I would think the receipt amount would be gift amount minus benefits. I think you could run query/export with differing results depending on which field you used: gift amount or receipt amount. That might be less manual work.
    I know it's not an option to switch on any canned reports that I've seen.

  • Nancy Bakke
    Nancy Bakke
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @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.

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    @Dina Sorrentino If your worried about gifts not falling into the 10K category - you could do cumulative giving for the time period using the gift summary functions in query . . .

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @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

  • Kelly Hunter
    Kelly Hunter
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Nancy Bakke this is one of the most frustrating things about splitting gifts.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @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.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Nancy Bakke
    where exactly are you “putting in split gifts”?

    RE database view's query?

    RE NXT gift list screen?

    RE NXT constituent “working with gift” screen?

  • Alex Wong
    Alex Wong Community All-Star
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    @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.

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