Donation
Entry screens do not support foreign currency data entry. However, to
make a foreign currency donation, use the Order Entry screen instead of
the Donation Entry screens described below.In the Fundraising subsystem, you can enter a simple gift, flexible gift, or rapid donation receipt entry. The Simple Gift Entry screen allows you to quickly enter a gift donation. The Flexible Gift Entry screen provides more options for entering a gift, but this screen is designed to make entering a gift simple. The Rapid Donation Receipt Entry screen allows associations to quickly enter large amounts of donations.
Donation
Entry screens do not support foreign currency data entry. However, to
make a foreign currency donation, use the Order Entry screen instead of
the Donation Entry screens described below.
The valid types of donation gifts include:
· Asset
· Cash
– Only activated when cash is applied.
Fundraising cash products are different than any other product. Fundraising
cash products get their value from the receipt. No sales transaction details
are created for a fundraising cash product, and there is never any AR
amount associated with a FND cash product. Whether a fundraising cash
product is defined with a $0 price or with a price that is greater than
$0 is irrelevant; the system updates the order line unit price and base
total amount to whatever payment amount is applied.
· In-kind
· Matching Gift
· Memo
· Planned Giving
· Pledge – Activated with or without an applied receipt.
· Stock
Zero-priced
gifts are not activated even with a price update. You must apply a receipt.
When a customer makes a donation, the customer is automatically added to the FND_Prospect table.
Below is a description of the lifecycle of a donation product:
Task |
Line Status |
Fulfill Status |
|---|---|---|
When you add a donation product to your order |
Defaults to ACTIVE |
Defaults to ACTIVE |
When PARTIAL payment is made to the donation product (Short Pay Code = ADJUST) |
ACTIVE |
No change to Fulfill Status |
When FULL payment is made to the donation product (Short Pay Code = ADJUST) |
ACTIVE |
No change to Fulfill Status |
When you cancel a donation product |
Changes from ACTIVE to CANCELLED |
No change to Fulfill Status |
Because the end-of-year tax letter stored procedure currently looks at the receipt transaction date, if donations received in the previous calendar year are not entered on or before 12/31, you can create a back-dated batch so that the donation date is in the previous calendar year. This is important to do for tax purposes for the donor. Please keep in mind that you canNOT create a back-dated batch in a closed month. However, if necessary, the Accounting department can change the close date of the GL account in order to enter the donation.