Previous Topic

Next Topic

Portion of dues payment can be processed as a donation

Dues products can be flagged as Fund Raising items. When a payment is made for a cash dues fund raising product, Fund Raising data is recorded, Fund Raising reports and summaries reflect the payment, and the appropriate level of Donor Club is awarded to the donor.

Dues Fund Raising product set up

If you are licensed for Fund Raising, you can flag a dues product as a Fund Raising Item and can designate the Fair Market Value, Appeal, and Campaign for the item. If you have multi-entity enabled, you can also designate the Fund for the product.

10_6_BILLING_SetUpModule_FRitem

Select Billing > Set up module > Products > New

Note: When multi-entity is enabled and Fund Raising Item is checked, the Fund field lookup is populated with Org Codes whose type is Fund. When multi-entity is enabled and Fund Raising Item is cleared (not checked) the Entity field lookup is populated with all Org Codes.

Billing accrual dues with Fund Raising items

When accrual dues are billed, Fund Raising items are marked as such on reports and invoices. See Reporting Changes for more information.

A Pledge activity is created for each separate dues Fund Raising product when accrual dues are billed.

Dues Payments

On the Dues payment window, Cash receipt window, and Service Central payment windows, iMIS flags payments made on Fund Raising items. A "Gift" Activity is generated for each payment applied to a dues product.

Note:

Credit or Debit Memos applied to Dues Fund Raising products are flagged as Fund Raising and use the same entities as the dues products they apply to.

Whether on a cash or accrual basis, when a company pays dues for an individual, the individual is considered the donor.

Dues Fund Raising products count towards Donor Club membership.

Dues Fund Raising items in Customer Portfolio Fund Raising history

Accrual dues donations are considered Pledges; cash dues donations are considered Gifts. Dues donations are reflected in the Fund Raising Summary in the following locations:

New Fields on the Customer Portfolio Billing tab and on the Subscriptions window

The Billing tab in the history section of the Customer Portfolio has a new field, FR Item, to indicate which items are Fund Raising items.

The Dues/Subscription Item Detail window now includes new Appeal, Campaign, and Fair Market Value read-only fields for multi-entity Fund Raising products and displays a note at the bottom of the screen designating the product as a Fund Raising product.

Source Codes and Appeal Codes for Dues payments

If there is an Appeal Code defined for a Dues Fund Raising product, that Appeal Code will be used for all payments for that product. In the absence of a product-specific Appeal Code, if a Source Code is entered during a payment, that Source Code will be used as the Appeal Code for that payment.

Gift Portfolio

If a donor has made prior donations through the Gift Portfolio, the giving summary in the Enter and edit gifts window includes Dues Gifts and Pledges and uses the Total Value options chosen in Fund Raising > Set up module.

Star Tab on Cash Dues Payments

The *Tab feature can be used to apply open credit invoices to Gifts (Cash Dues).

Dues Importers

The Dues Importer supports Dues Fund Raising products by:

NRDS Importer

The NRDS importer supports Dues Fund Raising products by:

In This Section

Setting up Dues Fund Raising products

Cash dues payments with multi-entity enabled

Accrual dues with multi-entity enabled

See Also

Fund Raising changes

Improved Fund Raising history interface in Customer Portfolio

New Fund Raising Total Value configuration options

Designate Fund Raising information by Event function

Import REQUEST activities with Activity Importer

Memorial/Tribute honorees need not be in the database

Reporting performance for large Fund Raising data sets

Fund is now updated when distribution is changed


ASI logo 10.6 Production Release. Updated 3/6/2006 10:20:08 AM
© 2009 by Advanced Solutions International, Inc. All rights reserved.