Creating new gifts

Modified on Mon, 20 Apr at 12:06 AM

Use the New Gift window to receipt a gift of money that was not pledged, by the:

primary contact
spouse
primary contact and their spouse jointly
primary contact and another community member jointly
spouse and another community member jointly.

Note: Alternatively, use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge. See Creating new pledge receipts.

Opening the New Gift window

To open the New Gift window:

Open the Giving Detail tab of Development Maintenance. See Development Maintenance - Giving Detail tab.
The Giving Detail tab of the Development Maintenance window is displayed.
Determine whether the receipt:
• applies to the primary contact
• applies to their spouse
• is for a joint gift.
Depending on who is making the gift, click the on the:
• left-hand side if the:
primary contact makes the gift
couple make the gift jointly
primary contact and another community member make the gift jointly.
• right-hand side if the:
spouse makes a payment relating to an existing pledge
spouse and another community member make the pledge jointly.

The New Gift window is displayed.

New Gift window key fields and buttons
Fields

Field	Description
Name	Defaults to the name of the donor's foundation if any, otherwise to the name of the primary contact. Alternatively, the name can differ from the donor's name. For example, a company donating on behalf of a parent.
Drawer	Name of the drawer on a cheque received.
Joint Gift	Whether the gift is made jointly or not. Either: select the field, if the gift is made jointly by the primary contact and either: their spouse another person. Use the button to locate this person. clear the field, if the gift is made by either the primary contact or their spouse. Both names are listed in all reports, unless an anonymous receipt is specified. Note: Joint gifts are indicated with Yes in the Joint column on the audit print.
Date	Date that the gift was received. Defaults to today's date.
Appeal	Appeal that the gift is being made in response to. See What is an appeal?
Fund	Fund used to determine where the gift is to be directed to when it is received. See What is a fund?
Anonymous Rcpt	Select this flag if the donor does not want to be listed on reports or in publications, such as your magazine.
Recognition	Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications. Note: If a donor wants to be anonymous but recognised, their name is listed on reports as ** anonymous {}. You can determine if the donor will receive some form of recognition, anonymous or not.
Method	Method of payment of the gift.
Amount	Amount received from the donor.
Receipt No	Receipt number issued. If the donor receipts are integrated with the Finance Cash Receipts program, this is the receipt number of the donor receipts. See Entering cash receipts in the Debtors manual.
Comment	Comment about the gift.
Posting Number	If donor receipts are integrated with the Finance Cash Receipts program, this is the posting number that the donor receipts were entered into. See Entering cash receipts in the Debtors manual.
G/L Journal Seq	If donor receipts are integrated with the Finance Cash Receipts program, this is the general ledger journal sequence number used.

Buttons

Button	Description
	Locate the community member that is jointly making the gift. Tip: First select the Other radio button. This bypasses the need to press the button and automatically displays the Find Name on Community window. Also, before clicking , you can: leave the Find field blank type part of the person's surname in the Find field type their Synergetic ID in the Find field. Based on the value in the Find field, either, the: Find Name on Community window is displayed Possible Name Match Found window is displayed.

Button

Description

Locate the community member that is jointly making the gift.

Tip: First select the Other radio button. This bypasses the need to press the button and automatically displays the Find Name on Community window.

Also, before clicking , you can:

leave the Find field blank
type part of the person's surname in the Find field
type their Synergetic ID in the Find field.

Based on the value in the Find field, either, the:
Find Name on Community window is displayed
Possible Name Match Found window is displayed.