About Gifts

The gifts function allows institutions to track donations by alumni or others.

Record a Gift

For a gift to be recorded, the donor must be in Campus Cafe as a person.

1. Navigate to the individual donor
2. Navigate to the main menu > Person Selected > Gifts
3. Click Add Gift
   Fund Code: A category that describes an initiative the gift was related to (e.g. Annual Fun) Funds configured in Alum/Dev > Alumni Funds
   Gift Amount: The dollar value of the gift
   Gift Date: The date of the gift
   Transaction Code: The associated transaction code
   Split Amount: By default, the system will apply 100% of the gift to the general ledger account associated with transaction code. To apply a portion of the amount to another account, enter the amount here.
   Split Amount CC-GL-Fund: By default, the system will apply 100% of the gift to the general ledger account associated with transaction code. To apply a portion of the amount to another account, enter the amount in the Split amount field and select the account here.
   Payment Type: The method of payment. Options set in STParm XXPMTY
   Check #: The number of the check of the donation
   
   Codes
   Primary Constituent Code: Relationship of the individual to the institution. Configurable option. Set in STParm MMCONS
   Appeal Code: Configurable option. Set in STParm MNSRNO
   Solicitor Code: Configurable option. Set in STParm XXSLNO
   Campaign Code: Configurable option. Set in STParm MNCATG
   Purpose Code: Configurable option. Set in Alum/Dev >  Gift Purpose
   Anonymous Code: Configurable option. Set in STParm MNANCD
   In-Kind Code: Configurable option. Set in STParm  MNIKCD 
   Pledge Code: Configurable option. Set in STParm  MNPLCD
   PET#: Project Expense Tracking number. A way of grouping transactions by this value. Options set in Accounting > Project Headers and Accounting > Project Details
   Thank You Template Name(Member M): Optionally enter the name of an activity that will trigger. The activity must reside in activity tracking template member M.
   
   Comment 1: Internal text to describe the gift
   Comment 2: Internal text to describe the gift
4. Click Save
5. The transaction will be posted once it is posted using Gift Cash Batch Listing (Alum/Dev > Gift Cash Batch)