Credit a Gift to Multiple Pledges
Learn how to edit the distributions of an existing donation record to reassign part of that donation to a different mission trip participant.
Note: These instructions describe how to adjust the data within MinistryPlatform. Any changes that need to be made in your accounting software to reflect distribution changes (if any) are not covered in this article.
There may be times when one mission trip participant exceeds their fundraising goal and you want to reallocate some of the money to a participant who has not yet reached their goal. Here's an example of how a mission trip gift would look in MinistryPlatform:
Original Donation ($200)
- Donor: John Doe
- Distribution 1: $200 to the trip participant's pledge record
The distribution (not the donor or donation) is what credits the trip participant. To split this $200 donation between multiple participants, create a distribution record for each participant. The best way to do this is to edit the donation in the Batch Manager Tool (BMT).
- Click the Bookmarks icon
, and click Batch Manager.
- Click the batch containing the donation to open it.
- Click the donation row with the money you want to redistribute.
- Click Add Split.
- In the Amount field, enter the amount of the donation you want to redistribute to the new pledge record.
- In the Program drop-down list, select the appropriate program.
- In the Event drop-down list, select the appropriate event.
- In the Pledge drop-down list, select the pledge record of the person you want to redistribute the funds to.
- If needed, repeat the process to add any additional distributions.
- Confirm that the total of all distributions match the donation's amount. The BMT helps you confirm this because you can't finalize a batch when any donation is not in balance with its distributions.