Fundraising Parameters

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Edit Fundraising Parameters

From the Edit Fundraising Parameters screen, you can set up hard and soft credits. A hard credit is the person responsible for providing the donation. A soft credit is a person involved with providing the donation, such as a solicitation team.

To edit the fundraising parameters for an organization unit:

From the Order Subsystem Parameters section on the Organization Unit Settings page, click Fundraising Parameters.
The Edit Fundraising Parameters page will display, as shown below.

In the Donor Class control section, perform the following:

Select the Donor Class Timeframe from the drop-down.

b. Enter the Major Donor Threshold Amount.

c. Select YES or NO for the following:

· Include Pledges in Donor Class Calculation

· Include Soft Credits in Donor Class Calculation

· Include Planned Giving in Donor Class Calculation

In the Soft and Hard Credit Control section, perform the following:

a. Select the Non-Pledge Credit from the drop-down.

b. Select the Pledge Credit from the drop-down.

c. Select the Grant Hard Credit from the drop-down.

d. Select the Grant Soft Credit from the drop-down.

e. Select YES or NO from the Soft Credit to Solicitor toggle.

f. Select the Member Donation Hard Credit from the drop-down.

g. Select the Member Donation Soft Credit from the drop-down.

In the Matching Gift Creation Control section, perform the following, if necessary:

Select YES or NO for the Auto Create Matching Gift Pledge toggle.

If YES, select the Matching Gift Creation method from the drop-down.

In the Householding section, select YES or NO for the Create Soft Credit for Household toggle.

In the Payment Schedule Parameters section:

This section is only applicable for YMCA and JCC clients.

Select YES or NO for Use Product Payment Schedule dates to restrict the timing of the draft.

Select YES or NO for Use Campaign End Date to limit the length of the draft.

If the user attempts to select more than one parameter, the following error message will display: "There cannot be more than one parameter selected for the Payment Schedule Parameters."

Click Save.

Screen Element	Description
Donor Class Control
Donor Class Timeframe	Drop-down. Select the timeframe in which you determine if a constituent is a current or past donor. For example, Calendar Year (January through December), Fiscal Year, or Last 12 Months. Values in the drop-down are populated based on the fixed codes defined for the FND "DONOR_TIMEFRAME" system type.
Major Donor Threshold Amt	Text box. The gift amount required to be considered a Major Donor. If you change this after the system has applied the statuses, the current values for constituents will be changed and may become invalid.
Include Pledges	Select YES to include pledges when determining donor giving classification. This value controls whether or not the amount calculated toward Donor Giving classification should include actual payments or should include pledge amounts, whether or not payments have been made. When NO is selected, the amount will be calculated solely on actual payments received.
Include Soft Credits	Select YES to include soft credits when determining Donor Giving classification. For example, an individual may receive soft credit for a corporation’s donation.
Include Planned Giving	Select YES to include planned giving when determining Donor Giving classification. his value controls whether or not the amount calculated toward donor giving classification should include actual payments or should include planned giving amounts. When NO is selected, the planned giving amounts will not be considered.
Soft and Hard Credit Control
Non-Pledge Credit on	Drop-down. Select when a non-pledge credit should be given to the customer. A non-pledge credit refers to a cash donation. This should be set up as proforma. For example, None, Order Creation, and Payment. Values in the drop-down are populated based on the fixed codes defined for the FND "NON_PLEDGE_CREDIT" system type.
Pledge Credit on	Drop-down. Select when a pledge credit should be “given” to the customer. A pledge is a promise to pay a scheduled amount over a period of time. The FND660 batch process prints pledge reminder notices. For example, None, Order Creation, and Payment. Values in the drop-down are populated based on the fixed codes defined for the FND "PLEDGE_CREDIT" system type.
Grant Hard Credit	Drop-down. In cases where the bill-to and ship-to customers are different, select who receives the hard credit. A hard credit is defined as the person responsible for providing the donation. Values in the drop-down are populated based on the fixed codes defined for the FND "GRANT_HARD_CREDIT" system type.
Grant Soft Credit	Drop-down. In cases where the bill-to and ship-to customers are different, select who receives the soft credit. A soft credit is defined as a person involved with providing the donation, such as a solicitation team. Values in the drop-down are populated based on the fixed codes defined for the FND "GRANT_SOFT_CREDIT" system type.
Soft Credit to Solicitor	Toggle. Select YES or NO to indicate whether the solicitor should receive a soft credit when funds are donated. A solicitor is a third-party (not the bill-to or ship-to customer) involved with the donation.
Member Donation Hard Credit	Drop-down. When an order line is activated for a Membership product of “Donation,” this value identifies whether the bill-to customer or the ship-to customer will receive the hard credit for the donation. Values in the drop-down are populated based on the fixed codes defined for the FND "MBR_DONATION_HARD_CREDIT" system type.
Member Donation Soft Credit	Drop-down. When an order line is activated for a Membership product of “Donation,” this value identifies whether the bill-to customer or the ship-to customer will receive the soft credit for the donation. Values in the drop-down are populated based on the fixed codes defined for the FND "MBR_DONATION_SOFT_CREDIT" system type.
Matching Gift Creation Control
Auto Create Matching Gift Pledge	Toggle. Select YES to indicate the matching pledge will be automatically created based on the creation method selected.
Matching Gift Creation	Drop-down. Select the method by which the company wants to match a pledge. Options include: · On Order – A matching pledge is created when the order is created. · On Payment – A matching pledge is created when payment is received. Values in the drop-down are populated based on the fixed codes defined for the FND "MATCHING_GIFT_CREATION" system type.
Householding
Create Soft Credit for Household	Toggle. Select YES to indicate that the household should receive a soft credit for household member donations. Households should get a soft credit if the organization wants to award recognition to households based on the level of giving of all household members combined. If NO is selected, households will not be awarded recognition for all household members combined. By default, this toggle is set to NO.
Payment Schedule Parameters This section is only applicable to YMCA and JCC clients.
Use Product Payment Schedule Dates	Toggle. Select YES to restrict the timing of the draft. If the user attempts to select more than one parameter, the following error message will display: "There cannot be more than one parameter selected for the Payment Schedule Parameters."
Use Campaign End Date	Toggle. Select YES to restrict the length of the draft. If the user attempts to select more than one parameter, the following error message will display: "There cannot be more than one parameter selected for the Payment Schedule Parameters."