Prior to entering gift categories, you must first define Gift Category Components 1 and 2 and your organization's designations.

1.    Open the Gift Categories window.

2.    To create a new category, choose Add Row or Insert Row from the right-click or Options menu.

3.    Select the Gift Category Components 1 and 2.

4.    Type in the Description.

5.         Select the Designation and CFAE Group.

6.    If your institution is licensed to use CRM Constituent in JICS, you must determine if you want this gift category to display for selection in the Online Giving portlet.

a.    Select the For Web? checkbox if you want this gift category to display in CRM Constituent.

b.    Clear this For Web? checkbox if you want this gift category not to display in CRM Constituent.

7.    Save.

8.    To enter additional information about a Gift Category, double-click on the selected row or right-click and select Edit Gift Categories.

 

1.         Open the Gift Categories window.

2.         To enter additional information about a Gift Category, double-click on the selected row or right-click and choose Edit Gift Categories.

3.         The Gift Category Detail window opens with the Gift Category tab active.

4.         You may enter or change the Description, Designation, and CFAE Report Section columns.

5.         Save. The other tabs become available on this window.

6.         Click the Details tab and enter default information for the category, along with FASB information.

7.         If your organization uses the Business Office module, click on the G/L Accounts tab. Enter account information for this category. To access a selection list, right-click in a column and choose Account Number List.

8.         In order to enter ranges into which gifts will be categorized, click the Ranges tab.

9.         After the category has been on the system for a while and gifts have been given, you may want to view the information in the Summary Information tab. It summarizes giving information for the category.

10.      Save.

 

1.    Open the Gift Categories window.

2.         Choose Define Category Component 1 from the right-click or Options menu.

3.         The Category Component 1 window opens.

4.         Enter the Category Component 1 code and description.

5.         Save.

 

1.    Open the Gift Categories window.

2.         Choose Define Category Component 2 from the right-click or Options menu.

3.         The Category Component 2 window opens.

4.         Enter the Category Component 1 code and description.

5.         Save.