About Gifts
The gifts function allows institutions to track donations by alumni or others. The receipt of a gift can create an entry in the general ledger if Custom Control CRTMISCBCH, Sequence 1, Parameter 1 is Y.
Record a Gift
For a gift to be recorded, the donor must be in Campus Cafe as a constituent.
Navigate to the donor
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:
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.
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. If creating a general ledger transaction from updating of a gift cash batch is used, the Account associated with the fund in Alumni Funds is used for the credit side of the transaction, unless overridden by the account number associated with Gift Purpose.
Gift Amount: The dollar value of the gift
Gift Date: The date of the gift
Transaction Code: The associated transaction code. If creating a general ledger transaction the account associated with the transaction code will be used for the cash/debit transaction, provided the code is flagged as Override CC-GL as Cash Account.
Split Amount: By default, the system will apply 100% of the gift to the general ledger account associated with the Alumni Fund or Gift Purpose. 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 the Alumni Fund or Gift Purpose. 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. If a gift purpose is selected, and Custom Control CRTMISCBCH-1-1=Y, the account associated with the gift purpose will be used as the credit portion of the general ledger transaction that is created.
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.)
Click Save
The transaction will be posted once it is posted using Gift Cash Batch Listing (Alum/Dev > Gift Cash Batch). If Custom Control CRTMISCBCH=Y, a cash batch will be created under Financials - Cash Batch which when updated will create a corresponding general ledger transaction.
