Gift Tab (Unposted Gifts)

The ID code of the Donor making the Gift.

The default ID code is that of the Donor that was active when you created the new Gift (or the Donor that was selected in the Donor Data Grid). You can change the ID code by entering a new code or clicking the Lookup button (looks like a magnifying glass) next to this field to select a different Donor.

Note: Once you enter an ID code, the Donor’s address (from the Profile record) will appear next to the ID Code field.

The date when the organization took ownership of the Gift.

The default value is the current date. You can use this date for the G/L apply date when you post the Gift or change the apply date at post time.

Note: If you change the Gift Date for an unposted Gift, FIMS will notify you of any alternate addresses that the Donor may have for the selected date. You can choose to use the current address or the alternate address.

The Fund ID for the recipient Fund (or the first recipient Fund if the Gift is divided between multiple Funds).

When you save the Gift, FIMS will automatically build a single distribution line for the full Gift amount to the selected Fund. The appropriate debit and credit accounts (used when the Gift is posted) are automatically built based on the defaults in the Fund Class record.

Note: It is possible to distribute a Gift to more than one Fund. Refer to the Distributions section of this tab for more information.

Note: You can configure a System Option to automatically populate the Fund ID field for Donors that have a Fund Association with a particular Fund Rep code. Refer to System Options – Donor and Gift Management for more information.

The date when the acknowledgement letter was sent.

Note: This field can automatically be populated when you export Gift Acknowledgments.

The unique, sequential number used to identify the Gift. FIMS automatically assigns this number to each Gift, and it cannot be changed.

The dollar value of any non-Gift receipts included with a Gift.

Gift and non-Gift receipts may be entered in a single Gift record – in which case the actual check amount is the sum of the Gift Amount and Non-Gift Amount.

You can use this field to enter exclusively non-Gift amounts (for example, miscellaneous receipts of money, returned Grants, or expense reimbursements).

Read-only checkbox that indicates that the Gift is from one Fund to another Fund.

You cannot manually select this checkbox. It is selected automatically when you create an Interfund Gift via the Interfund Module.

When the checkbox is cleared, the default Gift cash, and revenue accounts will be used.

When the checkbox is selected, substitute accounts will be used – as indicated in the default accounts of the Fund Class record for interfund gifts.

For Interfund Gifts, read-only number that links the Gift together with its associated Grant in the Interfund Module.

Checkbox that indicates whether the Gift is on hold for posting.

This checkbox is cleared by default.

When the checkbox is selected, the Gift will be excluded from the Edit and Posting process.

User-defined code that indicates the type of Gift (for example, Cash, Work of Art or Public Security).

You can set a default code for this field via System Initial Setup. Refer to Setting the Default Gift Type Code for more information.

User-defined code that describes the means by which the Donor was persuaded to make this Gift.

Note: This field uses the same code table as the Source field on the Donor record.

User-defined code that is used to track the intention of the Gift (for example, Challenge, Addition to Fund, or Pass Through).

User defined code that identifies the type of matching Gift that this Gift qualifies for (for example One to One).

Note: If there is a Match Code defined on the Donor record, it will automatically be entered into this field for all Gifts from that Donor.

Note: If you have the optional Pledge Management module, you can automatically create a Pledge from the matching Donor when the Gift is posted. Refer to the Pledge Management module for more information.

The ID code of the employer or individual that has agreed to match this Gift.

Note: If there is a Match ID defined on the Donor record, it will automatically be entered into this field for all Gifts from that Donor.

The number of the Pledge Installment that the Gift is paying.

The dollar amount given to the Fund.

The sum total of all distribution amounts must equal the total Gift Amount.

Read-only field that displays the name of each selected Fund. This information is automatically added when you select a Fund ID.

Read-only field that indicates the date when the Gift was adjusted.

Note: This information is only available for posted Gifts that have been adjusted.

If you are viewing the original Gift that has been adjusted (Adjustment Type = S), this read-only field indicates the Gift number for the adjusting Gift record.

If you are viewing a reversing Gift or an adjusting Gift (Adjustment Type = R or A), this read-only field indicates the Gift number for the original Gift.

Note: This information is only available for posted Gifts that have been adjusted.

Note: If the Gift has not been posted or if no adjustments have been made, 0000 will appear in this field.

Read-only field that indicates the username of the person who made the Gift adjustment.

Note: This information is only available for posted Gifts that have been adjusted.

Read-only field that displays the ID code that was assigned to the Gift in an external application, before it was brought into FIMS.

Read-only field that indicates the date when the Gift was first added to the system.