Gift Setup Paige Freeman May 04, 2023 15:10 Updated The Gift Setup page allows you to view and edit setup information for the selected gift. The information on the Gift Setup page is initially added during gift code creation. To view and edit gift setup: To view the Gift Setup screen for a gift, select Gift Setup from the Gift Info tab within the Gift Summary.The Gift Setup screen displays, as shown below. To edit the information in the fields on the Gift Setup screen, click the pencil icon in the upper right corner of the screen.The fields become available to edit, as shown below. For information on the fields that display within this screen, please see the table below. Screen Element Description Gift Description Text box. Describes the fundraising gift code name. This is an alphanumeric field with approximately 120 characters. Short Gift Description Text box. Defaults to the Gift Description. If your Gift Description is extraordinarily long, you can edit the Short Gift Description up to 50 characters. If the Short Gift Description is longer than 50 characters, it will be cropped off the invoice. If the gift is defined to display on the web, this description will display on the online donation controls. Therefore, a meaningful name should be entered as this will be viewed by online donors. Additionally, it is NOT recommended that you include the type of gift in the name. Gift Sub-Title Text box. This is an optional field that allows you to enter in an additional description (sub-title) that can be used for reporting purposes. Allow Price Update Toggle. If this toggle is set to YES, the Unit Price field is editable on Order Entry and the Line Item Details on the order. If you set this toggle to YES, donors will be able to enter an alternate donation amount on the online donation control wizard, as shown below. This option can display on the web for both CASH and PLEDGE gifts. If the price of the product is $0 and this toggle is set to YES, the Line Status will default to Proforma regardless of the Org Unit Line Status default. The system assumes that the price will be manually changed. Create Transactions Toggle. Depending on the Gift Type selected, this toggle may be disabled. When set to YES, the system automatically makes the order line active and saves the order. Allow Recurring Gift Toggle. Depending on the Gift Type selected, this toggle may not display. When set to YES, allows the gift to be set up as a recurring gift. Recurring gifts are repeatable donations of set amounts over an undefined period of time. For example, a donor can be set up with a recurring gift that allows them to pay $15 every month until they decide to cancel the recurring gift. If you check this checkbox, donors will have the option of creating a monthly recurring donation, as shown below. This option can display on the web for both CASH and PLEDGE gifts. Fund Lookup field. If a fund is identified at the gift level, it defaults to the Fund field on Order Entry. For more information, please see Defining Funds. Campaign Lookup field. If a campaign is identified at the gift level, it defaults to the Campaign field on Order Entry. For more information, please see Defining Campaigns. Appeal Lookup field. If an appeal is identified at the gift level, it defaults to the Appeal field on Order Entry. For more information, please see Defining Appeals. Matching Gift Lookup field. The product that will be used to create a matching gift pledge if the donor is an employee of the company committed to matching employee donations. When a donor makes a contribution that is eligible to be matched under the employer’s matching gift plan, the matching gift pledge selected here is automatically created. Fund Exclusive Toggle. If set to YES, the fund defaults into the order line and cannot be changed. If set to NO, the fund can be changed at the order line level. This toggle is only enabled if a fund is selected in the Fund field. Campaign Exclusive Toggle. If set to YES, the campaign defaults into the order line and cannot be changed. If set to NO, the campaign can be changed at the order line level. This toggle is only enabled if a campaign is selected in the Campaign field. Appeal Exclusive Toggle. If set to YES, the appeal defaults into the order line and cannot be changed. If set to NO, the appeal can be changed at the order line level. This toggle is only enabled if an appeal is selected in the Appeal field. Subsystem Read-only. The area, or module, with which the gift is associated. Gift Code Read-only. The unique code for the fundraising gift. Parent Gift Read-only. For master gifts, the Parent Gift is the same as the Gift Code. Gift Type Read-only. The primary type of gift. The type selected here defines whether a hard or soft credit should be generated. It also affects the choices for Gift Class. Fundraising gift types include: Asset – identifies donations of property, jewelry, collectibles, etc. For asset gifts, the bill-to customer gets hard credit when order line is activated. Cash – identifies donations that are managed as cash-basis transactions. A cash donation has a proforma sales transaction and uses the receipt transaction to debit cash and credit Revenue accounts. (Hard Credit)Business Rules: Order Total (Line Total) should be Equal to the Receipt Amount. Unit Price/ Agency Discount should be recalculated on the order after the Receipt / Refund etc. transaction occurs on order. SALE Transaction (TYPE 4) will never have a Distribution. Order amount and type 4 always adjust to the net receipts (the sum of type (1, 2, 3) *-1. Order detail cannot be adjusted manually once order line is active. Changes in net receipts will change order detail amounts automatically. The Credit for a cash receipt applied to a cash type product will be Revenue. AR account not used. Only Proforma lines can ever have a balance. Gift-In-Kind – identifies a non-cash donation, but instead a product or service. An expense account is debited and the revenue account credited. When you activate a Gift In-Kind order line, the application does not create financials. For in kind gifts, the bill-to customer gets hard credit when order line is activated. To generate financial transactions for an in-kind gift, the Create Transactions and Allow Gift Amount Update toggles must be set to YES. Then, you can add the in-kind gift to the order, update the gift amount, and make the line active. The sales transaction amount will be $0 (because there’s no AR); transaction details will be a debit to expense and credit to revenue. Matching Gift – works like a Cash gift type. This type of contribution is made by a constituent who has agreed to make donations to match donations made by other constituents. It is used by organizations that want to separate the contributions they receive through matching programs from straight donations. (Hard Credit) Memo – captures information but has no financial impact on the system. No transactions are created. (Soft Credit) Planned Giving – identifies a gift that creates just a memo transaction. The gift allows the organization to track planned giving information with the purchase of a gift. (Soft Credit) Pledge – creates optional deferred receipt transactions for expected streams of revenue over time for receipts. The pledge can be linked to a credit card and charged automatically. Deferred receipt records can be created to prevent the pledge from appearing as an open receivable. (Hard Credit) Stock – Please note that you cannot enter a receipt type for a stock gift type. For donations created for this FND gift, the Gift Type selected here will display in the Gift Type filter, as well as for each donation, on the Donation History control, as shown below. Therefore, you MUST web-enabled any PRODUCT_TYPE codes that you want to display on the web. Gift Class Drop-down. Used to classify any gift (master or subproduct). Values in the drop-down are populated based on the non-fixed codes defined for the FND "PRODUCT_CLASS" system type. Gift Status Drop-down. The status of the gift. Values include Active, Cancelled, and Discontinued. Status Date Read-only. System-generated status change date. Currency Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar. Available to Order Toggle. Sets this as an active gift for purchase by constituents. Available From Drop-down. Defaults to the system date, but it can be overridden. The date from which the gift will be available from. Available Through Drop-down. This field is usually left blank unless there is a specific date on which the gift will not be available. The gift is not available for donations after this date.