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Total Gift Amount Gift Distribution Section.

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Presentation on theme: "Total Gift Amount Gift Distribution Section."— Presentation transcript:

1 Total Gift Amount Gift Distribution Section

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4 Total Contribution Amount calculated based on Start Date, End Date, and Frequency

5 Although Status is Pending, the Activate check box is not checked; consequently, the Next Scheduled Payment date is blank.

6 Status is Pending and the Activate check box is checked
Status is Pending and the Activate check box is checked. Consequently, the Next Scheduled Payment date is set to the Start Date.

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11 Amount Paid is calculated based on the distribution lines associated with the Recurring Gift.
Amount Remaining = Total Contribution – Amount Paid Status change to In Progress as long as Amount Paid > 0 and Amount Remaining > 0 Associated Gifts contain links to all gifts that have at least one distribution line associated with this recurring gift

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14 Next scheduled payment
75 amount was applied to the original /1/09 amount. A separate 75 payment line was created for the date that the gift was given, 9/17/09 The 10/1/09 scheduled payment was reduced by 75 so that is it now 25. The total amount of 100 that was to be given by 10/1/09 is still expected based on the 9/17/09+10/1/09 payments

15 Next scheduled payment
100 amount was applied to the original /1/09 amount. 30 was applied to the 1/1/10 payment; then the 1/1/10 payment was recalculated to be 70. A separate 30 amount payment line was created for the date of the original 130 gift (9/17/09) Between 9/17/09 and 1/1/10, a total of 200 is still planned to be given which was the original plan for 10/1/09 through 1/1/10.

16 Next scheduled payment
100 amount was applied to the original /1/09 amount. 30 was applied to the 1/1/10 payment; then the 1/1/10 payment was recalculated to be 70. A separate 30 amount payment line was created for the date of the original 130 gift (9/17/09) The 130 gift was then adjusted by 30 on 9/25/09. Consequently, a <30> or -30 payment line was created and an offsetting 30 payment was also created on 9/25/09. Therefore, between 9/17/09 and 1/1/10, a total of 200 is still planned to be given which was the original plan for 10/1/09 through 1/1/10.

17 The 105 donation to the Adopt-a-Child fund is not associated with the recurring gift.
The 40 donation to the Wildlife Fund is associated to a 100 quarterly recurring gift.

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20 Pledges field is enabled indicating that active monetary pledges are available to be associated with this gift. Pledges field is disabled indicating that no active non-monetary pledges are available to be associated with this gift-in-kind.

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23 Delete Distribution Line
Amount Validation

24 Total FMV Amount for the Gift
Privacy Section Gift Detail Section

25 Delete Detail Line FMV Amount Validation

26 Current page of Total Pages
Input a specific page number and press ENTER to quickly navigate to that page Identifies the number currently being displayed and the total number of records Refresh List

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28 Current page of Total Pages
Input a specific page number and press ENTER to quickly navigate to that page Identifies the number currently being displayed and the total number of records Refresh List Current page of Total Pages Input a specific page number and press ENTER to quickly navigate to that page Identifies the number currently being displayed and the total number of records Refresh List

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