Copy Opportunity Record or Split Gift Option

It would be really helpful to either be able to make a copy of an opportunity on a constituents record or have the ability to assign split funds to one opportunity. In our past and current campaign, we found that we would have to enter multiple opportunities to track if a donor wanted to split their campaign commitment between multiple funds (e.g. a building and endowment). For tracking purposes, we would often have to create a second or third opportunity record at a later date, once we found out that they would be splitting their commitment. If we could easily copy the original opportunity and update the funding focus, that would save us time.

  • Lori Hill
  • Feb 12 2026
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