Fund Details Definitions

Fund Details Definitions

The following definitions are relevant to the Fund details page, which donor/advisors can access by selecting Funds in the top menu.

Note: Some features are only available to donor/advisors and to administrators viewing as advisors. If you are an administrator, go to Home and select View as advisor. For more information, see View DonorCentral as an Advisor.

As we process Grants through FIMS, where do they show up on DonorCentral Fund Summary page?

Suggestions and Grants:

• Grants pending: Approved, Unposted, Posted, and Unpaid grants.
• Grants paid: All approved grants that have been paid. For partially paid grants, the paid amount shows up in Grants Paid and the unpaid portion shows up in Grants Pending.
• Grants in process: If DonorCentral Options in FIMS is set to upload unposted and unapproved application data, then unposted, imported, or open application information displays here.
• Pending Suggestions: After a Donor submits a Grant Suggestion, it will show in the ‘Pending Suggestions’ section. After you import the suggestion into FIMS, it stays in the Pending Suggestions section.

Note: Even if the below options are set to Yes, if there is no grant/payment date on the application it is not visible.

Pledges, if the Optional Pledge Module is being used:

• Pledges (Export_Pledge_Detail): These are visible in the Gifts section.
• Pledges Paid (Export_Pledge_Payment_Detail): These are visible in the Pledges Paid section.

Gifts:

• Gifts: Posted gift information.
• Pending Gifts: Unposted Gift and Pledge Information.

Non-Gifts: 

If in DonorCentral Options in FIMS you choose to export gifts and non-gifts as separate values, the record displays in the Non-Gifts section and displays the gift and non-gift amounts in separate columns. The Gift also shows up in the Gifts section but does not display the non-gift amount.

If you choose to export non-gifts as Combined Values, everything displays in the Gifts section and the values are combined into one amount.

Notes on Pending Suggestions:

Pending Suggestions: Pending suggestions drop off due to one of three scenarios:

• When deciding whether to import the recommendation into FIMS or not, it is declined.
• The recommendation is imported into FIMS and the Action Code is changed to Approved. Then, a data transfer takes place (RTS or full) and this grant is included in the data file with the recommendation ID from one of the pending recommendations. When this happens, an email is generated and sent to the advisor explaining the recommendation approval

Note: If approved, the grant ID on the pending recommendation in DonorCentral is set.

• The recommendation is imported into FIMS but is then declined.