Name

Defaults to the name of the donor's foundation if any, otherwise to the name of the primary contact.

Alternatively, the name can differ from the donor's name. For example, a company donating on behalf of a parent.

Drawer

Name of the drawer on a cheque received.

Joint Gift

Whether the gift is made jointly or not. Either:

• select the field, if the gift is made jointly by the primary contact and either:
  • their spouse
  • another person. Use the button to locate this person.

  

• clear the field, if the gift is made by either the primary contact or their spouse.

Both names are listed in all reports, unless an anonymous receipt is specified.

Note: Joint gifts are indicated with Yes in the Joint column on the audit print.

Date

Date that the gift was received.

Defaults to today's date.

Appeal

Appeal that the gift is being made in response to.

See What is an appeal?

Fund

Fund used to determine where the gift is to be directed to when it is received.

See What is a fund?

Anonymous Rcpt

Select this flag if the donor does not want to be listed on reports or in publications, such as your magazine.

Recognition

Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications.

Note: If a donor wants to be anonymous but recognised, their name is listed on reports as * anonymous *. You can determine if the donor will receive some form of recognition, anonymous or not.

Method

Method of payment of the gift.

Amount

Amount received from the donor.

Receipt No

Receipt number issued.

If the donor receipts are integrated with the Finance Cash Receipts program, this is the receipt number of the donor receipts. See Entering cash receipts in the Debtors manual.

Comment

Comment about the gift.

Posting Number

If donor receipts are integrated with the Finance Cash Receipts program, this is the posting number that the donor receipts were entered into.

See Entering cash receipts in the Debtors manual.

G/L Journal Seq

If donor receipts are integrated with the Finance Cash Receipts program, this is the general ledger journal sequence number used.

Locate the community member that is jointly making the gift.

Tip: First select the Other radio button.

This bypasses the need to press the button and automatically displays the Find Name on Community window.

Also, before clicking , you can:

• leave the Find field blank

  

• type part of the person's surname in the Find field

  

• type their Synergetic ID in the Find field.

  

Based on the value in the Find field, either, the:

• Find Name on Community window is displayed

  

• Possible Name Match Found window is displayed.