Record Gift
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Record Gift
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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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.
- Navigate to the individual donor
- Navigate to the main menu > Person Selected > Gifts
- 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
Configurable option. Set in STParm MNCATG
Configurable option. Set in Alum/Dev > Gift Purpose
Configurable option. Set in STParm MNANCD
Configurable option. Set in STParm MNIKCD
Pledge Code: Configurable option. Set in STParm MNPLCD
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 - Click Save
- The transaction will be posted once it is posted using Gift Cash Batch Listing (Alum/Dev > Gift Cash Batch)
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