Properly Attributing a Single Contribution to Two Profiles

Question

Hello everyone!

I’ve been encountering a situation that I need a bit of assistance on. Our organization receives checks from donors with the naming pattern of “X and Y Last Name” and I wanted to see what is the best way to upload this information on EveryAction and still properly attribute the contribution to both profiles without creating a duplicate amount.

For example, A check arrives from “Andy and Bob Doe” for the amount of $100.00. We have a profile for Andy Doe and Bob Doe. When we do a portal upload, we only assign the contribution to Andy Doe and then add Bob Doe’s name on the Notes section of the contribution. We do this because we don’t want EveryAction to think we received $200.00 from the group, $100 from Andy and $100 from Bob.

Is there a better way to attach both profiles to this one contribution so that both profiles receive the proper recognition? Thank you so much for considering my question!

Best answer by Liz Ragland

Hi @Charles you can use an attribution to accomplish giving two donor profiles “credit” for the donation!

Here’s the help article on that topic:

“If more than one contact should be attributed on this contribution, you can select +Add Attribution to add additional contacts. You can also use the Delete icon to remove any contacts you no longer want attributed on this contribution.”

Liz Ragland · Accepted Answer

Hi ​@Charlesyou can use an attribution to accomplish giving two donor profiles “credit” for the donation!Here’s the help article on that topic:“If more than one contact should be attributed on this contribution, you can select+Add Attributionto add additional contacts. You can also use theDeleteicon to remove any contacts you no longer want attributed on this contribution.”

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