Common Elements Used for Credit Cards

Select whether the donor is a person or an organization.

Displays the donor's ID or enables you to enter the ID of the donor to work with. The donor's name or description may appear to the right.

Displays the donor's name if it is a person, or description if it is an organization. The donor's highest priority constituent type may appear to the right.

Click to access the Search/Match page where you can search for a donor.

See Searching for Records.

Click to paste a carried ID found using Search/Match functionality.

Select a type of credit the donor is receiving, such as Hard, Soft, Vehicle, and so on. Recognition types are defined by your institution, but always contain at least one hard credit type.

Enter an amount of the donation that gives this donor recognition.

If you are entering gift transactions in a currency other than the business unit's base currency, the currency you selected is depicted on this page. However, for ease of reporting, recognition information is stored by the system in base currency.

Select if the donor receiving recognition does not want public recognition for the gift. This flag is considered in the acknowledgement process to suppress an automatic acknowledgement. Also, the Anonymous check box on the Giving Profile is selected if any gift a donor makes is anonymous.

Select In Memory or In Honor to indicate whether the tribute is in memory of a deceased individual or in honor of an individual.

Identify the person receiving tribute or memorial recognition. It is not necessary to have an ID in the system to enter tribute and memorial information. If an ID does not exist, enter the person's name.

The amount of the gift populates by default in this field, but you can change this amount.

Describe the occasion that triggered the type of tribute. For example, the donor could be setting up a Memorial Scholarship in a deceased individual's name.

Click to access the Maintain Sessions page where you can check expected and actual amount and balance the session.

Click to view or update the defaults you set for this session using the Session Defaults page.

Click to access the Session Details page where you can view information about all the transactions in the session. You can access specific transactions to update or delete them from this page.