There are various types of standard fields & prompts that are used for giving:
- Gift Type**
- Gift Status**
- Gift Fund**
- Gift Amount**
- Gift Appeal*
- Opportunity Status*
- Defaulted Soft Credits*
- Fund Type*
* Denotes additional configurations available
* Denotes required
- Gift Date
- Fair Market Value
- Tax Amount
- External ID
- Occasion - Honoring
- Occasion – Honoring Other
- Pledge – Configure Installments
- Pledge – Start Date Override
- Pledge – Number of Installments
- Pledge – Months Between Installments
- Pledge – Installment Overrides
- Pledge/Planned – Revocable
- Planned – Amount Received
- Planned – Amount Not Received
|Name||Behavior||Prompt Key||Prompt Category|
Campaigns are configured in the Campaigns section of the Database. Once created, a list of available campaigns will be available for selection when entering a gift.
By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving. These prompt values may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.
Examples of gift types may include:
|Gift Appeal||A specific outreach, such as a new graduate appeal.
This field will only appear when a prompt list exists.
|Gift Status||Status of a gift. Ex: Received
This field shares the same field and prompt list as pledge status, and planned giving status.
The prompt requires a category of "Received".
Funds can be categorized by creating a field with the key of "fund_type."
A prompt list can be associated to this field to house the prompt categories. Leveraging this field allows for greater control over the funds list for use on forms.
|Pledge Status||Status of a gift. Ex: Pledged
This field shares the same field and prompt list as gift status and planned giving status.
The prompt requires a category of "Pledged".
|Planned Giving Status||Status of a gift. Ex: Planned
This field shares the same field and prompt list as gift status and pledge status.
The prompt requires a category of "Planned".
|Opportunity Status||Status of an opportunity.||gift_project_status||n/a|
|Occasion||A reason for giving a particular gift. Ex: In Honor of or In Memorium.
Can be connected to a separate, existing record within Slate.
|Relationships||Relationship types are configured using the “relationship_type” special prompt key. Out of the box the following relationships are configured (Any of the standard relationship_types listed above may be inactivated if not utilized):
Additional relationship types to consider:
Relationships also serve the purpose of linking gifts as soft credits.
While all prompt values for gift_type will appear under gifts, pledges, and planned giving by default, these prompt values may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.
In the example below, a PKV has been included in the XML section to limit the places where the 'property" prompt will appear. With the addition of this code, 'property' will appear as an option ONLY under the planned giving section.
View from the planned gift section of giving tab on the person record:
Below is a list of the three distinct areas that gift type prompts may be limited to. Remember, by default the gift type will show for all. If the gift should not be limited to a particular gift type, then it is not necessary to add the PKVs shown below.
|Using this PKV will display the prompt value under pledge gift type.|
|Using this PKV will display the prompt value under received gift type.|
|Using this PKV will display the prompt value under planned gift type.|
What if the gift type should appear in more than one area but not all?
If a gift type prompt should appear in more than one but not all, include multiple PKVs. For example:
In the above example, this particular prompt will appear for ONLY 'pledged' and 'received' gifts.
Below are two PKVs that can be associated with individual relationship_type prompts to either:
- Suggest relationships be given a soft credit when making a gift.
- Default a particular relationship to automatically receive a soft credit when making a gift, like a spouse.
Note that only linked relationship records can be suggested or defaulted.
|Hide as suggested soft credit||
|Using this PKV will hide relationships types from displaying as a suggested soft credit.|
|Using this PKV will default a suggested soft credit to always receive credit.|