Anchor down arrow How to copy benefits to a gift record

Anchor down arrow How to manually add benefits to a gift record

Anchor down arrow How to copy benefits to a gift in Batch

Anchor down arrow How to manually add benefits to a gift in Batch
 
How to copy benefits to a gift record:
  1. Open the appropriate gift (or add a new one)
  2. Add the appropriate appeal or package to the gift or, if applicable, link the gift to the appropriate membership or event.
  3. On the Gift tab, click the Benefits button. The Benefits screen appears.
  4. Click Load From. A submenu appears listing all the record types having default benefits linked to this gift record.
  5. From the submenu, select the record from which you want to copy the benefits. The default benefits appear in the Benefits grid. You can edit these benefits as necessary.
  6. Click OK to save the benefits and return to the Gift tab of the gift record.
  7. A message appears asking if you want to update the receipt amount because the total benefit value has changed. To update the receipt amount on the Gift tab, click Yes. You return to the Gift tab of the gift record.
  8. Click Save and Close on the toolbar.
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How to manually add benefits to a gift record

  1. Open the appropriate gift (or add a new one)
  2. Add the appropriate appeal or package to the gift or, if applicable, link the gift to the appropriate membership or event.
  3. On the Gift tab, click the Benefits button. The Benefits screen appears.
  4. In the Benefit column, click the arrow and select an entry from the list. If the benefit is not in the list, type the name of the benefit in the Benefit column.
  5. In the Count column, enter a number to indicate how many of the benefit the constituent will receive.
  6. In the Unit Cost column, enter the monetary value of the benefit.
  7. When you send the benefits to the constituent, enter a date in the Sent/Fulfilled column.
  8. In the Comments column, enter any notes about the benefit.
  9. In the Notes box, enter a message such as We hope you enjoy the mug! To print these notes on standard receipts in Mail, mark the Include notes on receipt checkbox.
  10. Click OK to save the benefits and return to the Gift tab of the gift record after adding all the benefits the constituent should receive.
  11. A message appears asking if you want to update the receipt amount because the total benefit value has changed. To update the receipt amount on the Gift tab, click Yes. You return to the Gift tab of the gift record.
  12. Click Save and Close on the toolbar.
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How to copy benefits to a gift in Batch

  1. Open the appropriate gift batch (or add a new one)
  2. Enter the gift information
  3. With the cursor still in the row (it doesn't matter which field), select Gift, Benefits from the menu bar.
  4. Click Load From. A submenu appears listing all the record types having default benefits linked to this gift record.
  5. From the submenu, select the record from which you want to copy the benefits. The default benefits appear in the Benefits grid. You can edit these benefits as necessary.
  6. Click OK to save the benefits and return to the Gift tab of the gift record.
  7. A message appears asking if you want to update the receipt amount because the total benefit value has changed. To update the receipt amount on the Gift tab, click Yes. You return to the Gift tab of the gift record.
  8. Click Save and Close on the toolbar.
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How to manually add benefits to a gift in Batch

  1. Open the appropriate gift batch (or add a new one)
  2. Enter the gift information
  3. With the cursor still in the row (it doesn't matter which field), select Gift, Benefits from the menu bar.
  4. In the Benefit column, click the arrow and select an entry from the list. If the benefit is not in the list, type the name of the benefit in the Benefit column.
  5. In the Count column, enter a number to indicate how many of the benefit the constituent will receive.
  6. In the Unit Cost column, enter the monetary value of the benefit.
  7. When you send the benefits to the constituent, enter a date in the Sent/Fulfilled column.
  8. In the Comments column, enter any notes about the benefit.
  9. In the Notes box, enter a message such as We hope you enjoy the mug! To print these notes on standard receipts in Mail, mark the Include notes on receipt checkbox.
  10. Click OK to save the benefits and return to the Gift tab of the gift record after adding all the benefits the constituent should receive.
  11. A message appears asking if you want to update the receipt amount because the total benefit value has changed. To update the receipt amount on the Gift tab, click Yes. You return to the Gift tab of the gift record.
  12. Click Save and Close on the toolbar.
Note: If you do not include Receipt Amount as a Field in the Batch, the Receipt Amount may default to the Gift Amount when the Gifts are committed.
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