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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

    • 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)