Gift Entry
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Contents
Overview of FR011UPD
The Gift Entry screen allows your organization to record donations and other types of gifts. It can be accessed via the Connect FR menu or through payment processing.
- From the DDI Connect main menu, double-click Connect-FR
- Double-click Gift Entry. You will see this screen:
In order to begin entering a gift, you must first enter either a constituent PIN or master account number:
You can type the PIN or account number, or click the search icon to locate the appropriate number. One you have selected the PIN/account number, you can add a new gift by clicking the New button on the toolbar. This will enable the fields for data entry:
There are two tabs on which you will need to enter information.
Gift Setup tab
The Gift Setup tab has the following fields available:
Field | Description |
---|---|
Gift date | The gift date will default to your system's business date. You can modify the date by typing it in mm/dd/yyyy format or by clicking the calendar icon to select the date |
G/L tran date | The G/L transaction date will default to match the gift date. You can modify the date by typing it in mm/dd/yyyy format or by clicking the calendar icon to select the date |
ZIP | The ZIP code field is active for modification during gift entry, in case the ZIP code of the sender is different from that on the account/constituent record. You can enter a new ZIP code if needed. For example, a constituent has two addresses (home and vacation). The gift is sent from their vacation address, but their primary address is their home. You can change the ZIP (and State) fields to reflect their vacation information |
State | The state will default to the primary state for the constituent/account. You can modify this field if needed |
Total amount | Enter the total amount of the gift |
Cash source | Click the drop down arrow to select the cash source of the gift. If the gift is a check, select Checking Account. This will enable the ck account field, where you can select the internal checking account that will receive the funds |
Follow up is requested for this receipt | If this box is selected, the gift will appear on the Receipts Needing Follow Up Report. This flags the receipts as needing additional follow up (such as large gifts, etc.) |
Generate a receipt for this gift | This box is selected by default, and will automatically generate a gift receipt when Generate Gift Receipts is run |
Letter | If your organization utilizes multiple letters and Letter Maintenance has been configured, the (Determine Automatically) setting will automatically pull the correct letter, based on information on the gift. Otherwise, you can click the drop down arrow to select from a list of gift letters. If you do not have multiple letters, the system will utilize the default gift receipt configured in merge form maintenance |
Gift memo | If you wish to add a gift memo to the gift, you can do so here |
Denomination | If applicable, you can enter the donor's denomination information. Type the denomination code or click the list icon to select from a list of active denomination codes in the system |
When you have finished entering the information, click the line Items tab.
Line Items tab
When you click the Line Items tab, you will see this screen:
The following fields are available on this screen:
Field | Description |
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Amount | The amount field will default to be the full gift amount that you entered on the Gift Setup tab. However, you can modify the amount if needed. For example, if the donor indicated that half the gift was to be designated for a particular purpose and the rest for another, you can divide up the amount however needed |
Gift? | Selection indicating whether the line-item dollar amount is considered a gift. If selected, the dollar amount in the Amount field is added to the total in the Gift amount field on the Gift Setup tab. If not selected, the dollar amount in the Amount field is added to the total in the Non-gift field on the Gift Setup tab |
Promo type | Enter the promo type code or click the list icon to select from a list of active promo type codes in the system |
Promo sour | Enter the promo source code or click the list icon to select from a list of active promo source codes in the system |
Country (Desig 1) | Enter the country (designation 1) code or click the list icon to select from a list of active country/designation 1 in the system |
Program (Desig 2) | Enter the program (designation 2) code or click the list icon to select from a list of active program/designation 2 in the system |
G/L account | If your organization has configured promotion cross-reference, the G/L account will automatically populate when the promo type is selected. If it has not been configured, enter the G/L account for this gift or click the list icon to select from a list of active GL accounts in the system |
Fund | If the gift has been designated for a named fund, you will enter that information here. Type the named fund code or click the list icon to select from a list of named fund types in the system |
Appeal | If the gift is the result of a particular appeal, you can set that here. Type the appeal code or click the list icon to select from a list of active appeals in the system |
In kind | If the gift is for In kind gifts, you can click the drop down arrow to select from a list of active in kind gifts in the system. |
Qty | Enter the quantity of in kind gift |
Designation | If the donor mentioned a specific designation, you can add that information here |
Use in receipt letter | If selected, the text entered in the Designation field will be included in the gift receipt letter |
When you have finished entering the information, click OK. If you did not enter the full amount for the line item, the system automatically enables the fields again for data entry:
Continue entering until the total amount of the donation has been entered. When you have finished, click Save. The system will save the gift and display this screen:
Memos tab
Once the gift has been saved, you have the ability to add a memo to the gift.
Actions button
When you click the Actions button from a gift, you have 4 options:
Adding a Soft Credit
If you click Soft Credit, the Soft Credit screen will open
Adding a Tribute
If you click Tribute, the Tribute screen will open
Edit Donor
If you click Edit Donor, the Account Entry screen for this donor will launch.
Reassign Donor
If you select Reassign Donor, the gift screen will open in edit mode so that you can reassign the gift