Set up module window

Open the Set up module window by selecting Fund Raising > Set up module.
Gift Entry Options
You may check any of the following boxes:
Display list of Distributions and Premiums
You must choose one of the following options:
- List Distributions and Premiums - Enable this option to display distributions and premiums in the Enter and edit gifts window (from Fund Raising, select Enter and edit gifts).
- List Distributions Only - Enable this option to display only distributions in the Enter and edit gifts window.
- List Premiums Only - Enable this option to display only premiums in the Enter and edit gifts window.
Reminder Print Option
You must choose one of the following options:
- Use First Fund on Reminders - Enable this option to print the name of the first defined fund in the title of all reminders and reports. If there is only one fund, the name of this fund prints on reminders and reports.
- Use Default Organization - Enable this option to print the name of the default organization in the title of all reminders and reports.
Payment Options
You may check any of the following boxes:
- Allow Payment through AR/Cash - Enable this option to make fundraising payments through both the Process payments window and the AR/Cash Enter and edit cash receipts window. This is helpful if you receive payments for multiple products and some of these products are not related to fundraising. If this option is not enabled, fundraising payments can only be made through the Fundraising> Process payments window.
- Allow Separate Payer for Payments - Enable this option to allow a separate payer for payments made in the Process payments window. If this option is enabled, you can specify a different payer ID for a pledge made by another individual.
- Payer Label - Enter the label that will be displayed for the separate payer field on the Process payments window. If you leave this field blank, the default label is Payer. This field displays only if the Allow Separate Payer for Payments option is enabled.
General
You may check any of the following boxes:
- Do Not Validate Credit Card field - Enable this option to disable the credit card format validation feature when entering gifts in the Enter and edit gifts window and when making payments in the Process payments window or the AR/Cash Enter and edit cash receipts window.
Note: When setting up the Fund Raising module for Credit Card Authorization, we recommend disabling the Do Not Validate Credit Card field option on the Fund Raising Set up module window. If the Do Not Validate Credit Card field option is enabled, the credit card number will not be formatted automatically when it is entered on the Fund Raising Enter and edit gifts window. If the Deferred Authorization option is enabled on the AR/Credit Card Authorization window, transactions made on the Enter and edit gifts window with unformatted credit card numbers will not display in credit card searches and will not print on the Deferred Credit Card Pre-Authorization report.
- Create Matching Pledge - Enable this option to record matching gifts as pledges rather than requests.
- Credit Memos Reduce Pledge Amount - Enable this option if you want credit memos to reduce a pledge amount. For example, if you pledge $100 and you write off $25 of the pledge, iMIS will recalculate the pledge as $75 and display $75 in the Fund Raising History window if the Credit Memos Reduce Pledge Amount option is enabled. However, if this option is disabled and you pledge $100 and write off $25 of the pledge, iMIS will display the pledge amount as $100 with a $25 credit in the Fund Raising History window.
Donor Gifts, Pledges and Total Value Includes
You may check any of the following boxes:
- Soft Credits - Include donation amounts not made by the contact, but made because of the contact.
- Matching Gifts - Include matching gift amounts provided by someone other than the donor.
- In Kind - Include the value of non-cash contributions
- Only Include Paid Portion of Pledge in Total Value - Include the amount actually received from pledges, not the total amount promised.
Receipting
- Starting Receipt Counter Number - (Optional) Enter the next receipt number to be automatically generated. The default for the initial counter number is 1. After you generate receipts, the counter increases the number incrementally by 1 for each printed receipt. You can manually change the counter value to a higher number, but not to a lower number. Automatically generated receipt numbers are not duplicated.
Registration Number and Address Print Option
You must choose one of the following options:
- Use First Fund on Receipt - Enable this option to print the name of the first fund the donor contributed to when donating to multiple funds on the receipt header.
- Use Default Organization - Enable this option to print the name and address of the default fundraising organization on all receipt headers. When this option is enabled, receipts aggregate by donor ID, even if the payments are to funds with different registration numbers.
Gift Activity Options
The fields in this area are used to specify a user-specified activity that can be created when a gift or pledge is entered or edited.
- Activity Prompt - Enter the prompt for the activity checkbox on the Enter and edit gifts window.
- Activity Type - Enter the activity type for the activity that is created when the activity checkbox is enabled on the Overview tab on the Enter and edit gifts window, or select the lookup icon and select the activity type from the drop-down list.
- Activity Assigned To - Enter the iMIS user who will be assigned the activity, or select the lookup icon and select the iMIS user from the drop-down list.
- Activity Followup - Enter the time (in days) between the gift or pledge entry and the follow-up action.
Promise to Give Over Time
- Grace Period - Enter the number of days beyond the end date that requests with a status other than Active continue to display in the Manage requests window. The default grace period is 1 day.
- Max Reminders Before Inactive - Enter the number of reminders before the request status is changed to Inactive. The default value is 3.
- Number of Days Before Next Reminder - Enter the minimum number of days between the printing of reminder notices for a request. The default value is 30 days.
Premiums as Products