TUMoney: Assign/move donation in general account to specific member(s)

To move a donation in the event fundraising module from the general "Donor TUMoney" account to a specific member,

  1. In the side menu click TUMoney > Event Fundraising Admin.
  2. Click the Results tab.
  3. Search for a donation if needed, such as using the donor's last name.
  4. Click the donation that is set to the Donor TUMoney account (you can also move donations that have already been applied to a participant).
    List of TUMoney donors
  5. Click the Assign this Donation to Member link, then click the Select link that appears.
  6. Find a desired member and click Select to their right. If you want to split it among several family members, just pick one from the family for now.
  7. Click Save Changes and those donated monies will be allocated to the selected member. If you only wanted to assign it to that one member, you may skip the rest of these steps.
  8. If you want to split it among several family members, find the same donation that's now assigned to the member you chose and click it.
  9. Click the Split button on the right.
  10. Enter the amount for each family member. For example, if the total donation is $100 and there are two members, you could put $50 for each one, or perhaps $60 for one and $40 for the other. The amounts must add up to the total donation.
    Total Amount to Split
  11. Click Split Now! The donation will now show as separate entries as specified.
Note: Moving a donation from one account or member to another does NOT move the corresponding financials in Invoices & Payments. So if you move a donation from the TUMoney general account to a family, the family will not see those transactions in their financial history; it will still appear in the TUMoney account. But not to worry, all TUMoney reports will show the correct data.

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See Also
How do I approve an offline donor?
What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?
TUMoney and your billing system

TUMoney

  1. TUMoney VIDEO Tutorials
  2. TUMoney - Event Fundraising First Steps Intro & Launch
  3. TUMoney: Promote event fundraiser - email information to team
  4. Event Fundraising - Parent setup guide for their child/athlete/participant
  5. TUMoney - Can I have more than one fundraising system up?
  6. TUMoney - Fundraising and billing - How the donation is accounted for in individual accounts
  7. TUMoney: Can someone donate online without a selecting a participant?
  8. TUMoney Fundraising Detailed Report
  9. Fund Raising Integration with Billing System
  10. TUMoney - Incentive ideas
  11. TUMoney - Address book will not import on Mac
  12. How can I set my Fundraising Event to only include specific Roster Groups?
  13. How come I don’t see my fundraising program that I just created?
  14. How do I generate my Top Performer Reports?
  15. TUMoney: Add offline donation/donor
  16. How do I approve an offline donor?
  17. TUMoney: Clone a fundraising event
  18. How do I create an Excel report that includes donor information?
  19. How do I delete an offline donation?
  20. TUMoney: How donors can split donation between family members
  21. How do I email the team account from the event fundraising system?
  22. How do I enable a non-Super User to administer the TUMoney platform?
  23. Generate report that shows overview of how TUMoney fundraising event is progressing by Account
  24. How do I generate financial reports based on the recipient/participant of the fundraising dollars?
  25. TUMoney: Finalize Swim-A-Thon and submit to USA Swimming Foundation
  26. How do I generate reports detailing my donors by program?
  27. Sponsor Center - Different levels of sponsorship and team site view
  28. TUMoney: Assign/move donation in general account to specific member(s)
  29. How do I search for a Sponsor?
  30. How do I send an email to accounts that have not sent Fundraising material to donors?
  31. How do I send receipts to donors?
  32. How do I setup incentives for my Fundraising event?
  33. How do I track the number of donor emails sent from TUMoney Event Fundraising?
  34. How do I turn off a fundraiser?
  35. How do I turn off the Incentive Tracking Tab that is publicly viewable?
  36. How do I turn on the TUMoney tab?
  37. How do I turn on/off the Fundraising Module?
  38. How do sponsors sign up using the sponsor center?
  39. TUMoney: Turn on/off the lap tracker
  40. How much does my team get back from sponsors who sign up in Sponsor Center?
  41. TUMoney: When is processing fee applied for offline donations?
  42. Splitting the TeamUnify online donor processing fee with donors in a fundraising event
  43. Sponsor Center
  44. TUMoney - Receipt information EIN/Tax exempt information
  45. TUMoney and your billing system
  46. What is a donation level setup?
  47. What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?
  48. Where can I see my Lifetime vs Active event fundraising?
  49. Why won’t my image upload in Event Fundraising Setup?
  50. TUMoney: Swim-a-Thon donation refund
  51. TUMoney: Promote fundraiser on Facebook
  52. TUMoney: Change/edit a paid/approved donation

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