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We need the ability to enter actual dollar amounts at the gift designation level, not just percentages, when staff know the exact amounts that should be allocated to each designation.  Calculating allocations based solely on percentages can result in rounding differences, causing the allocated amounts to differ from the donor's intended distribution.  The gift commitment's designation split amount feeds to the GL.  Whan actual payments arrive, they come in at the correct whole dollar amount.  Those payments will fail to reconcile against the percentage-derived commitment values.  This is a problem for any gift split across multiple designations, where the total doesn't divide evenly.  Has anyone found a workaround to this issue? 

1 个回答
  1. 9月27日 15:49

    Hi Colleen, 

     

    If the Gift Commitment designation split is percentage-based, rounding can definitely create a difference between the intended whole-dollar allocation and the amount calculated for each designation. 

     

    As a workaround, you could consider capturing the donor-intended dollar amounts separately and using automation to calculate the designation percentages from those amounts, with one designation absorbing any rounding remainder so the final allocated amounts always equal the original gift amount. 

     

    For example, for a $100 gift split as $33, $33, and $34, the system could calculate the percentages but explicitly assign the remaining $1 to the final designation rather than relying on independent percentage rounding. 

     

    However, if the designation split amount is what ultimately feeds the GL and payment reconciliation, I’d be cautious about changing those values through unsupported automation. It would be worth confirming whether your current Nonprofit Cloud/Gift Management version provides a supported way to override designation split amounts. 

     

    If anyone has implemented a supported dollar-based allocation or reconciliation workaround for this scenario, that would be useful to compare.

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