Gift Category Detail Window

Gift Categories window: Double-click on a row or right-click and choose Edit Gift Categories

This window has several tabs that you can use to define a gift category. This window appears after you have defined a gift category on the Gift Categories window. Double-click on the selected row or right-click and choose Edit Gift Categories.

Tabs

This tab is used to enter those pieces of information that appear on the Gift Categories window. Each piece of information on this tab is required for a gift category.

This tab is used to enter certain values that you may want to appear as default values for a gift when you select this gift category for the gift. You can also record fund raising goals for up to 5 years in the future. The Charitable? column is the only FASB item available on this tab if the Use FASB control fields? checkbox is cleared on the Master Config tab on the Development Configuration window.

This tab allows you to enter those account numbers to which gifts will be applied. This information is used if your organization uses the Business Office module and wants gift information to be transferred into the General Ledger module.

On this tab, you can specify ranges of dollar amounts into which gifts given to this category are tallied by the number and total amounts of gifts.

This tab allows you to view certain giving totals for this gift category. You cannot change the information on this tab.

This tab allows you to enter and view patrons associated with this gift category.

How To

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.