Various types of standard fields & prompts 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
Fields and Prompts with Special Configurations
Campaigns are configured in the Campaigns section of the Database. Once created, a list of available campaigns will be selectable when entering a gift.
By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving. These prompt values can be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.
Examples of gift types include:
|A specific outreach, such as a new graduate appeal.
This field will only appear when a prompt list exists.
|Status of a gift. For example: 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 "fund_type."
A prompt list can be associated with this field to include the prompt categories. Using this field provides greater control over the funds list on forms.
|Status of a gift. For example: 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. For example: Planned
This field shares the same field and prompt list as gift status and pledge status.
The prompt requires a category of "Planned."
|Status of an opportunity.
|A reason for giving a particular gift. For example: In Honor of or In Memoriam.
It can be connected to a separate, existing record in Slate.
|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 can be inactivated if not used):
Additional relationship types to consider:
Relationships also serve the purpose of linking gifts as soft credits.
Restricting Gift Type Prompts
While all prompt values for gift_type will appear under gifts, pledges, and planned giving by default, these prompt values can be restricted to only appear 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 in the planned giving section.
View from the planned gift section of the giving tab on the person record:
The following list describes the three distinct areas for gift-type prompt limits. By default, the gift type will appear for all. If the gift should not be limited to a particular gift type, it is not necessary to add the PKVs shown.
|Using this PKV will display the prompt value under the pledge gift type.
|Using this PKV will display the prompt value under the received gift type.
|Using this PKV will display the prompt value under the 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.
Suggesting Soft Credits for Relationship Types
The following two PKVs 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 relationship types from appearing as a suggested soft credit.
|Using this PKV will default a suggested soft credit to always receive credit.