Customize Split funds in Pledges

As it stands now when a pledge is entered that is split between different funds, when the pledge payments are entered, they are defaulted to be split evenly between the two funds.

We have some donors who would like their first pledge payments directed specifically towards one fund versus the other (example first few payments going towards building cost and the last few towards programming).

Right now, we don't have the ability to customize the installments to this degree, and it could be an added option on the pledge installment schedule window perhaps. This set up would help during the gift entry process to ensure the payments are allocated correctly as per the donors wished versus having to check the pledge notes every time a payment is received.

  • Kaitlyn Chovancak
  • May 5 2026
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