Giving Distribution

Giving Distribution allows for an amount to be portioned out into multiple giving accounts by percentage.

Common uses of custom distributions include;

  • Accommodating a giver's preferences with their own Custom Distribution.

  • Streamlining entry of a special collection designated to be divided proportionally into multiple accounts.

Access Giving Distribution

To access from the Button Bar, go to Donations > Giving Distribution.

To access from Enter Donations, click the icon next to Amount.

Types of Giving Distribution

There are three types of Giving Distributions.
Manual Distribution - The accounts need to be designated with each donation entry.
Distribute According to Pledge - The amount is divided among accounts with current pledges. These line items can still be changed manually.
Custom Distribution - Create your own proportions and accounts to use as a default for donations entry.

Manage Giving Distributions

Add a Custom Distribution

  1. Click .

  2. Enter a name for the new distribution.

  3. Select the account and percentage for the distribution to total 100%.

  4. Press the TAB key to move down to the next line or click . Click to remove a line and click to undo your last action.

  5. Click to make this the default distribution.

Edit a Custom Distribution

  1. Click inside the line to be edited.

  2. Make your changes and click to save.

Remove a Custom Distribution

  1. Select the distribution you want to delete and click .

  2. Confirm the deletion to save changes.