Recurring Gift Entry
Contents
Overview of FR023UPD
Recurring Gift Entry allows you to set up a template indicating the donor, the regularity with which the recurring gift will be paid, and if/when it expires, among other details. This interface also tracks important details of the recurring gift, such as when the next payment is scheduled to be made and the total amount paid under the recurring gift. Once a recurring gift is established here, users entering a new gift for this donor will be able to link it to this recurring gift through Gift Entry.
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double-click Recurring Gift Entry. You will see this screen:
In order to add a new recurring gift, you must first select the constituent or account. Type the constituent PIN or the Master ID, or click the search icon to locate the constituent/account. Once you have selected the PIN or account ID, you can click New. This will enable the fields for data entry:
Entering Recurring Gift
Recurring Gift Setup tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Start date | Enter the date that the recurring gift will start. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Frequency | Click the drop down arrow to select the frequency for this gift |
| Payment amount | Enter the amount that will be paid with each occurrence |
| Pay by | Click the drop down arrow to select the pay by method for processing the gift |
| Gift expires | Click the drop down arrow to select the gift expiration. Additional fields will become active for data entry based on the selection you make here |
| Statement freq | Click the drop down arrow to select the frequency in which the donor should receive gift statements for this recurring gift |
| Generate a receipt for each gift | If a gift receipt should be generated with each payment, select this option |
| Letter | Click the drop down arrow to select from a list of gift letters configured in the system. If your organization has configured Letter Maintenance or only has one gift letter, you can select (Determine Automatically) |
| Memo | Alphanumeric memo information, if any, to save with the recurring-gift record. Display only |
When you have finished entering the information, click the Line Items tab.
Line Items tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| 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 |
| 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 |
| 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 Save to retain the changes.
Terminate Recurring Gift
If it becomes necessary to terminate a recurring gift, you can do so from the Recurring Gift Setup screen. When viewing the gift, click Actions and select Terminate recurring gift. You will see this message:
If you wish to terminate, click Yes. The gift will now be marked as terminated:
