1. For Alumni Affairs & Development Revenue Administrators
Gift Processing
For Alumni Affairs & Development Revenue Administrators

2. UNITS

3. Revenue Application/Transaction Types
Donation – a one time gift
Event Registration – payment to an Event that has a registration fee
Pledge – a promise to make a donation with a total sum over a duration of time. These are multiple installments to reach a total $ amount ($5000 over 5 years - $1000 a year)
Recurring Gift – very similar to a Pledge that payments are made in installments but have no end total amount or date (eg. $20 donation every month)
Planned Gift – any major gift made in lifetime or at death as part of a donor’s financial planning (eg. Bequest, life insurance)

4. Revenue and Treasury Functional Area

5. Gift Processing Cycle Internal Gift acceptance Form Online Donation
Event Registration
Note: Receipts are not issued for Event Registrations
Cash/Cheque
Credit Card
Payroll deduction
Batch templates – either view LO or manual entry

6. Adding Payments – batch entry
Key areas of focus for gift entry in a batch:
Constituent/Lookup ID *
Date *
Amount
Designation
Revenue Type (Pledge, Recurring Gift, Payment)
Application (Donation, Event)
- Finder numbers – a unique identifier; enter first if one exists
- Opportunity – verify and link if one exists - Tributes

7. Deposit Process

8. Receipt Process

9. Comments, Questions?