In some cases, supporters either wish funds to be diverted to a specific cause or GAU which is not the default GAU or they might even wish to split the single gift across two or more GAU’s.
The Fundraising Accelerator pack supports up to 5 GAU’s in a single transaction.
To do this, locate the supporter’s contact or account record and process the quick donation as per normal. Specify all the appropriate payment information and other fields and complete all aspects of the transactions.
Let’s say the supporter has provided us with the cheque for a $1000 and they wished $500 to be allocated to Education and the other $500 to go to Homelessness.
Scroll down to the bottom of the Quick Donate screen until you see the Manage Allocation section.
You can see that by default the $1000 gift is currently set to a GAU called “Unallocated”.
Either enter the GAU code directly into the general accounting unit field or use the look up window to locate the first GAU.
Specify the amount of $500 for that GAU, or alternatively you can specify a percentage of 50%.
Since in this case, we wish to allocate a 2nd GAU. Click on the Add Row button. This will create another GAU allocation line.
Repeat the process selecting the 2nd GAU and enter the remaining amount or percentage.
Note: The system will not allow you to complete the transaction until the total amount including unallocated funds, adds up to the value of the gift, or if you are using percentages, it must add up to 100%.
When you completed the GAU allocations, click on Save to complete the transaction.
If on the other hand you wished to allocate an entire gift to a single alternative GAU, simply specify an alternative GAU in the 1st GAU row and enter a percentage of 100%. This will cause the entire gifts to be allocated to that individual GAU.