Allow Planned Gifts to Book to G/L

This checkbox controls whether or not a deferred gift may be booked to the Transaction History table if the Interface to BU checkbox is selected on the Master Config tab of the Development Configuration window. Planned gifts are entered with a Gift Class of DF.

Select the checkbox, and planned gifts will be transferred to the Business Office as defined by the gift category assigned to that gift.

·       If some planned gifts are booked, then select this checkbox.

·       To prevent a planned gift from being booked, clear the Book? checkbox on the Gift Data Entry window.

Clear the checkbox, and planned gifts will not be booked.

·       When this checkbox is not selected, an error message will appear on the Gift Data Entry window if the Gift Class is DF and the Book? checkbox is selected.