Default Gift Amounts

The Add Rate Structure and Rate Code section is used to create rate structures and rate codes upon which gift prices are based. Rate structures are typically used to segment constituents into logical buying groups.

The Add New Gift Amount section is used to associate a price with a given rate structure and code combination. Gifts can be priced by date (which facilitates the creation of early bird rates) or by different currencies. Accounting policies can be implemented here, including adjustments, write-off tolerances, and tax basis.

Gift amounts should ONLY be defined for the LIST rate structure.

To edit or add Default Gift Amounts:

1. From the Financials tab on the gift summary, select Default Gift Amounts.
   The Rates and Gift Amounts page displays, as shown below.
   
2. To edit an existing rate and gift amount, select the edit pencil in the grid.
3. To add a new rate and gift amount, select +New Rate.
   
4. From the Add Rate Structure and Rate Code section, perform the following:
   1. Select a Rate Structure from the drop-down.
      Best Practice: Gift amount should NOT be defined for the MEMBER rate structure. Only rate codes defined for the LIST rate structure will display on the online donation control wizard.
   2. Select a Rate Code from the drop-down.
      The Description defaults as the Rate Code value.
   3. Select the Short Pay from the drop-down.
      The short-pay rule for all CASH fundraising rates should always be set to ADJUST or "Accept whatever is paid".
5. For fundraising gifts with a Gift Type of Pledge, perform the following from the Fundraising Controls section:
   1. Enter the Number of Pledge Payments.
   2. Select the Pay Frequency from the drop-down.
6. From the Additional Options section, perform the following:
   1. Enter a Priority number.
   2. Enter the Agency Discount %, if necessary.
      Agency discount is probably not used very often for FND products, but it's possible that an organization might use a third-party fundraiser who gets a percentage (i.e., the agency discount amount) as their cut. For example, an organization could pay a fundraiser $1 for every $100 in contributions it raises. The third-party fundraiser submits a check for $99, which is entered as $100.00 gift less the agency discount of $1.00.  
   3. Enter the Sales Commission %.
   4. Set the applicable toggles:
      1. Default Rate
      2. Web Enabled Rate
      3. Default Web Rate
   5. Select the Add button to add your Rate.
7. From the Add New Gift Amount section, perform the following:
   1. Select the Rate from the drop-down.
   2. Select the Currency from the drop-down.
   3. Enter the Gift Amount for the gift as it relates to the rate code.
      For CASH products to be used on the web, you must define a price greater than zero.
   4. Select a Valid From date from the drop-down.
   5. Select the Valid Through date from the drop-down, if necessary.
8. Select the Add button to add the Rate and Gift Amount to the grid at the bottom of the page.
   1. You can remove items from the grid using the X. If a price has been added by mistake, deleting the incorrect price will automatically set the previous price’s End Date to NULL, only if it is one day prior to the new price. The gift amount cannot be deleted if there are already orders associated with the gift amount.
9. Once you have completed adding your gift amounts, select Done to return to the previous page.

Screen Element	Description
Add Rate Structure and Rate Code
Rate Structure	Drop-down. This is a structure that defines a donor. Best Practice: Gift amount should NOT be defined for the MEMBER rate structure. Only rate codes defined for the LIST rate structure will display on the online donation control wizard. After a rate structure has been defined for the product, this drop-down is disabled and cannot be edited.
Rate Code	Drop-down. The established rate determines the pricing for the Rate Structure selected. After a rate code has been defined for the product, this drop-down is disabled and cannot be edited. Values in the drop-down are populated based on the non-fixed codes defined for the FND "RATE" system type.
Short Pay	Drop-down. This fixed code indicates how the system handles short payment situations. Options include: Adjust: Accept whatever is paid. In order to activate a Proforma FND "Cash" product order line with a short pay code of "Adjust", the payment must be greater than zero. Therefore, if a FND product is added as sub-line and payment is made equal to the master order line, the FND product order line will NOT activate. The short-pay rule for all CASH fundraising rates should always be set to ADJUST. AR: Create Receivable - Indicates that constituents purchasing the gift under the active rate code will be invoiced. A receivable amount for any balance due is created. Reject: Do not activate Order unless fully paid. Values in the drop-down are populated based on the non-fixed codes defined for the ORD "SHORT_PAY_PROC" system type.
Description	Text box. A description of the rate code.
Fundraising Controls
Number of Pledge Payments	Text box. Identifies the number of scheduled payments that will be created for a pledge donation. For example, enter "12" for every year, "3" for quarterly, or "1" for monthly.  This value defaults based on the value set for the DEFAULT_PLEDGE_PERIODS application parameter.
Pay Frequency	Drop-down. Identifies the payment frequency for scheduled fundraising pledge payments. Values in the drop-down are populated based on the non-fixed codes defined for the FND PAY_FREQUENCY system type. This value defaults based on the value set for the DEFAULT_PLEDGE_PYMT_FREQUENCY application parameter.
Additional Options
Priority	Text box. Determines the order the rate codes display in the product setup and Donation Entry. The rate code with the lowest display order displays first. For LIST rate structures, the Priority defined here determines the sort order of gifts on the Donation Listing control on the web (for instance, to suggest amounts in ascending rather than descending order).
Agency Discount %	Text box. The percentage to be applied for an agency discount when creating a donation for this gift.
Sales Commission %	Text box. The percentage of sales commission the sales representative receives when this product is purchased.
Default Rate	Toggle. Defaults the rate to the list price. For example, some organizations want to show member savings, but to do that the structure and price must be known to consider the “list price.”
Web Enabled Rate	Toggle. When set to YES, indicates that this rate code is available for use through the web. Web-enabled rates defined for the LIST rate structure will display on the online donation control wizard, if the control has been defined to display the CASH or PLEDGE gift.
Default Web Rate	Toggle. When set to YES, indicates that this rate code is the default rate for the web.
Add New Gift Amount
Rate	Drop-down. The Rate Structure and Rate Code pair for the Gift Amount.
Currency	Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar.
Gift Amount	Text box. The price charged for the gift prior to any applicable discounts.
Valid From	Drop-down. The pricing setup begins on this date. It is based on the system date in the application. If a begin date is defined prior to an existing begin date, a warning message appears. If entered, then the end date is automatically set to the day prior to the next existing begin date.
Valid Through	Drop-down. Indicates the last date when this rate would be effective for this gift detail.
Fair Market Value	Read-only text box. If a product is complimentary or sold at a discount, then you can add the actual amount of the product here.