Correct Split Gift Amounts in NXT "Gifts for [Constituent]" View and Exports — Aggregate Gift Issue

When we process aggregate gifts from platforms like Benevity, we enter the total amount as a hard credit to Benevity and apply splits with soft credits to individual donors.

In NXT:

  • The "Most Recent Gift" view displays the correct individual split amount.

  • But in "Gifts for [Constituent]" and in exports, it shows the full Benevity gift amount, not the donor’s split.

The Soft Credit column is not a solution. It brings in text and numbers for all soft credits in the batch, including gifts not associated with the donor.

Impact:

  • Donor profiles show inflated gift amounts

  • Exported reports are inaccurate for stewardship and tracking

  • Manual workarounds are required

  • Risk of donor confusion in acknowledgments


Request:
Update the "Gifts for [Constituent]" view and exports to show the correct individual split amount for aggregate gifts.


  • Paulina J.
  • Apr 8 2025
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