Capturing non charitable gifts in RE from transactions in NC

susan Acito · May 2017

I'm interested to hear from anyone, but particularly Higher Ed, how in RE you eliminate/hide/redact non-charitble transactions from a donor's giving history if the donor registers for an event/pays for an event using net community.

We are thinking of creating funds with -R as a trailer and then excluding any -R fund from any giving history reporting. It seems logical there could/should be an easier way to process the transaction thru RE and not count in a giving history.

Thanks

Susan Acito

Director of Gift Administration

UT Southwestern Medical Center

Pat Morrison · May 2017

We use an attribute on the FUND record to indicate if a gift to that fund has any tax deductible amount. For events with some cost but some receipt value, they would be set to YES but we make sure the receipt value is correct. For any fee that has no deductible amount the attribute is NO and we block it that way in queries/exports/etc.

susan Acito · May 2017

Yes, we’d thought about a fund attribute but
decided against it because all our reporting pulls on gift amount
(total given) versus receipt amount (deduction piece). It
seemed easier to create a shadow fund and simply exclude that. I
might go back and re think this option.

I’ve used a variety of products over the years
and wish I was back in FIMS where it was super easy to do gift and
non-gift amounts!!

Thanks so much

Susan Acito

Director of Gift Administration

Office of Vice President for
Development

UT Southwestern Medical Center

5323 Harry Hines Blvd.

Dallas, Texas 75390-9009

Office: 214-648-8987 / Fax: 214-648-4771

E-mail: susan.acito@utsouthwestern.edu

UT
Southwestern

Medical Center

The future of medicine, today.

Christine Adams · May 2017

We use two methods:

Funds that are an expense/event registration/non-gift are a separate fund and also have a VSE code equal to Non-Gift - this way when gifts are posted they will fall into the same fund but different account on the accounting side (Banner)

We use only two campaign codes each year: one for the tax-deductible portion and the other for all non-gifts

Example: $1,000 but $250 is non-gift is split:

$750 to fund 123A with campaign code of 17NCC

$250 to fund 123T with campaign code of 17MIS

receipt amount would be $750 but both amounts appear on the receipt

When we do gift reporting we only include gifts with the gift campaign codes and/or VSE codes not equal to non-gift

susan Acito · May 2017

So, when you pull a donor giving history, all
the 17MIS codes are excluded from the report?

Susan Acito

Director of Gift Administration

Office of Vice President for
Development

UT Southwestern Medical Center

5323 Harry Hines Blvd.

Dallas, Texas 75390-9009

Office: 214-648-8987 / Fax: 214-648-4771

E-mail: susan.acito@utsouthwestern.edu

UT
Southwestern

Medical Center

The future of medicine, today.

Christine Adams · May 2017

Yes, because I'm only choosing the campaign codes that have tax-deductible gifts.

I have a campaign query I use for the canned reports and the queries within any export summary fields or gifts fields which only uses those campaign codes.

susan Acito · May 2017

Thanks so much. This aligns with our
proposed process.

Susan Acito

Director of Gift Administration

Office of Vice President for
Development

UT Southwestern Medical Center

5323 Harry Hines Blvd.

Dallas, Texas 75390-9009

Office: 214-648-8987 / Fax: 214-648-4771

E-mail: susan.acito@utsouthwestern.edu

UT
Southwestern

Medical Center

The future of medicine, today.

Capturing non charitable gifts in RE from transactions in NC

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