Make it clearer that not all transactions in RE are 100% gifts

We need to be able to see the Receipt Amount, and the Benefits information in NXT.  We process many things that are only partially or not at all tax-deductible.  Especially since Gift Type appears as "Donation" this is very confusing to the MGO looking at the records.  They cannot easily distinguish between what is a gift and what is an Event Registration.  Ideally you would also add a Gift Type option of Event Registration to make filtering and distinguishing these gifts easier.

  • Guest
  • Jan 30 2017
  • Reviewed: Voting Open
Gifts
  • Attach files
  • JoAnn Strommen commented
    22 Sep 18:26

    Am still hoping for changes with accounting to use "other" to process registrations but will still be issues for events where there is a benefit and a gift component.

    With hundreds of events, many with a fee, we do not want the registration fee to be considered a 'gift amount.' It is not their last gift, largest gift and should not be included in lifetime giving totals which pull based on gift amount, not receipt amount. We can not filter these out by fund as for many alumni events the registration fee and any gift amount go to the same fund.

    Attachments Open full size
  • Admin
    Anthony Gallo commented
    22 Sep 17:58

    I am going to open this one back up. The main reason we closed this one as already exists is because the main comment dealing with Receipt amount and Benefits information being shown on a gift record is available today. This idea does have multiple things being suggested in it so we may have to split these out to properly track.

    Attachments Open full size
  • Candy Reichert commented
    15 Sep 13:37

    This is only Partially completed. Yes, we can view the Receipt amount before processing the gift. However, there are a number of items not completed.

    1. I am unable to view the Benefits received when before processing the gift.

    2. The Gift Type needs to be open for us to change to OTHER before gift is processed.

    3. Event Registrations need to be Split into separate gifts so each fund can be processed correctly. Our Accounting office requires that we Split the gifts into separate transactions.

    4. Event Registrations need to clearly show what event it is linked to

    Attachments Open full size
  • JoAnn Strommen commented
    12 Sep 16:01

    Can you clarify how this already exists? Event reg $ pulls into total giving figure.

    Attachments Open full size

Related ideas