The donor will get credit towards this club from any gift given to your organization, except when the gift is applied to a club that is coded with the Exclusive Update? checkbox selected. When a recalc is run for a donor or when a gift is entered and the setting in Development Configuration is to update the summaries during Gift Entry, a process is run to update the Giving Club Summaries. This process takes any giving club specified with the gift being processed and determines if the giving club is defined with the Exclusive Update checkbox selected. If it is, then the recalc only includes that giving club in the list of clubs to update. If the Exclusive Update checkbox is not selected for the giving club or if there is no giving club specified for the gift, then the recalc also includes any giving clubs with a Credit Type of A and Effective Date less than the date of the gift and End Date greater than or equal to the date or the gift or is Null. Once recalc has generated the list of giving clubs to update, it will go through each one and insert a new row or update an existing row to account for the amount of the gift. Clubs marked as Automatic Update do not appear in the Giving Club drop-down list on the Gift Data Entry window.

The donor will only get credit in the club if you manually apply the club to a gift on the Gift Data Entry window. This is done by entering or selecting the club code for a gift at the time of Gift Entry. The Giving Club drop-down list on the Gift Data Entry window shows only those entries in the Giving Club table with a Credit Type of S (Selected Inclusion) and Effective Date equal to or less than TODAY and End Date equal to or greater than TODAY or is Null.

The donor will get credit only if a gift is given to a gift category to which this club is assigned. If a club is specified on the gift category definition and a gift is given to that gift category, then the club code is automatically entered on the gift. When defining a giving club for a gift category, the Giving Club drop-down list on the Details tab of the Gift Category Detail window only shows those entries in the Giving Club table with a Credit Type of C (Gift Category Update).