Once your account has two or more organizations, each gift belongs to exactly one organization. That organization is set when the gift is created, and it never changes.
Until then, every gift counts in the default organization and nothing is split. Giving also stays split after you archive back down to one organization, for as long as the archived organization still owns gifts, batches, recurring gifts, pledges or journal entries.
This article answers two separate questions: which organization a gift belongs to, and which campus it is placed at. They are decided in different ways.
Which organization a gift belongs to
The organization comes from how the gift arrived:
How the gift arrived | Its organization |
Giving page | The giving page's organization |
Text giving | The organization whose number was texted |
Batch or manual entry | The batch's organization |
Imported gift | The target batch's, else the organization named on the import, else the campus selector's |
Recurring gift | Its merchant account's organization |
Remote deposit | The remote deposit merchant's organization at that location |
Form or event payment | The merchant account or organization of the form or event being paid for |
Square or Pushpay | The mapped location or merchant |
When none of those decides it, One Church works down this order and uses the first that applies:
The batch's organization
The giving page's organization
The merchant account's organization
The organization of the record being paid for
The organization of the person entering the gift, if they belong to only one
The default organization
Good to know for each path
Batches and manual entry - the gift takes the batch's organization, and its designations must belong to that organization too.
Giving pages - the page's merchant account is always used, and a designation from another organization is refused before the donor is charged.
Text giving - a keyword only answers on its own organization's number.
Imports - designations are matched, or created, in the gift's organization. A row that names another organization's batch is refused.
Remote deposits - gifts land on the Unallocated designation with no merchant account, and each organization gets its own batch for each gateway batch.
Square and Pushpay - payments book by the mapped location or merchant. An unmapped one is held or skipped, never guessed. A refund follows its gift.
Pay at the door - cash or check books to the organization where the balance was priced.
Note: When a gift from someone who is not signed in creates a new profile, that profile joins the gift's organization. A gift with no organization, or with an archived or unknown one, places the new profile in the default organization.
Which campus a gift is at
A gift's campus is never the donor's campus. It comes from the gift's designations.
A gift is placed at a campus only when every line's designation has a campus, is not an internal designation, and belongs to the gift's organization. Otherwise the gift is organization-wide.
For example, a donor attends Lakeside and gives to the North Hills Building designation. That is a North Hills gift. Wes, who is limited to Lakeside, does not see it in the Contributions list, even though the donor attends his campus. He can still see it inside a batch he can open. Nora, who is limited to North Hills, sees it, because the campus comes from the designation.
Who sees a gift
Staff limited to a campus see gifts placed at that campus, organization-wide gifts in an organization they reach, and always their own giving. A gift placed only at another campus is hidden from their Contributions list, but still shows inside any batch they can open, because a batch lists every gift it holds.
What cannot be changed
A gift's organization, ever.
Moving gifts into a batch of another organization is refused.
Changing a gift's designation stays inside its organization, whether you edit one gift or many.
A refund keeps the gift's organization.
