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Defining Acknowledgement Rules

To set up acknowledgement rules, use the Acknowledgement Setup component (AV_ACKNLDG_SETUP).

This section lists common elements and discusses how to:

Note: The rules you set up here enable the system to determine which letter a donor should receive or whether the acknowledgement should be assigned to a role so that a configurable acknowledgement can be produced. Acknowledgements assigned to a role can be viewed on the Acknowledgement List page for the resources assigned to that role. You set the priority in which the system looks at these rules using the Acknowledgement Priority group box on the Institution Installation 2 page.

Field or Control

Definition
No Receipt

This check box applies only to acknowledgement rules for gifts. The acknowledgement process never generates receipts for pledges. Select this check box for gift acknowledgements in either of the following situations:

  • When you want the donor to receive another acknowledgement letter, in lieu of a receipt.

    In this instance, you would select the No Receipt check box and select an event ID for a communication other than a receipt. The system will suppress the default receipt for gifts in this example.

  • When you want the donor to receive an acknowledgement receipt only (no overall acknowledgement letter).

    In this instance, you would select the check box and select the event ID for your default receipt.

Note: The system clears the No Receipt check box by default, acknowledging all gifts with a receipt (unless you specify otherwise).
Event ID and Role

Identify the event associated with the letter to send in the situation. Select the role for the type of person at your institution responsible for the action. Roles are descriptions of undertakings people take on at the institution.

You can either enter an event ID or select a role. Selecting a value for one field clears the other field.

Page Name

Definition Name

Navigation

Usage

Acknowledgement Setup1

AV_ACKNLDG_SETUP

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup1

Set up acknowledgement rules based on service indicators and gift amounts.

Acknowledgement Setup2

AV_ACKNLDG_SETUP2

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup2

Set up acknowledgement rules based on transaction adjustments, gifts in honor of a person, and gifts in memory of a person.

Acknowledgement Setup3

AV_ACKNLDG_SETUP3

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup3

Set up acknowledgement rules based on deceased individuals and anonymous donors.

Access the Acknowledgement Setup1 page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup1).

Image: Acknowledgement Setup1 page

This example illustrates the fields and controls on the Acknowledgement Setup1 page. You can find definitions for the fields and controls later on this page.

Acknowledgement Setup1 page

The system looks at service indicators set on this page for both people and organizations when generating acknowledgements.

Service Indicator

Field or Control

Definition
Service Indicator and Type

Select a service indicator and an acknowledgement type. For example, you can select Major Donor and Gift from the fields to set up rules for acknowledging major donors' gifts.
Priority

Enter a service indicator priority. The value you enter determines the priority used to select which acknowledgement a donor receives. For example, say you indicate President as priority 1 and Planned Giving as priority 2. If a donor is both in the president's club and a planned giving donor and these service indicators are attached to the donor's record, the letter defined for President is the one the donor receives.

Gift Amount

Field or Control

Definition
From Amount, To Amount, and Type

Enter an amount range and a commitment type. The amounts you enter define the monetary range for which to set up acknowledgement rules, and the commitment type indicates whether the rules apply to gifts or pledges.

Access the Acknowledgement Setup2 page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup2).

Image: Acknowledgement Setup2 page

This example illustrates the fields and controls on the Acknowledgement Setup2 page. You can find definitions for the fields and controls later on this page.

Acknowledgement Setup2 page

If you select the Adjusted Pledge or Adjusted Gift check box on the Institution Installation 2 page and you do not specify any values in the Adjustments group box, then the system displays an error message when you attempt to save the page. If you receive this error, you must enter an event ID or role in the Adjustments group box to save successfully.

Access the Acknowledgement Setup3 page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Acknowledgement Setup, then select Acknowledgement Setup3).

Image: Acknowledgement Setup3 page

This example illustrates the fields and controls on the Acknowledgement Setup3 page. You can find definitions for the fields and controls later on this page.

Acknowledgement Setup3 page

All anonymous acknowledgements are configurable and do not have a standard letter generation option.