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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

Primary Constituent Code, Appeal Code, Solicitor Code, Campaign Code, In-Kind Code, and Pledge Code values may be marked as inactive by editing a code value’s STPARM “Web Hide” checkbox:

image-20240627-175709.png

Checking this box will mark the value as inactive, and move it to the bottom of the drop down menu listing. It may still be selected, but will appear with (INACTIVE) in front of the code description. After making any changes to the STPARM table, Refresh the Data Cache (Admin Menu → Refresh Data Cache) for the changes to take effect.

  1. 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 (Freeform comment field that can be edited on gift detail page. Edits will be Audit Logged. Displays on gift listing page.)

    • Comment 2: Internal text to describe the gift (Freeform comment field that can be edited on gift detail page. Edits will be Audit Logged. Displays on gift listing page.)

  2. Click Save

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

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