Record Gift
  • 08 Feb 2021
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Record Gift

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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.

  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
    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
  4. Click Save
  5. The transaction will be posted once it is posted using Gift Cash Batch Listing (Alum/Dev > Gift Cash Batch)

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