Donor and Appeal Management
Gift-in-Kind Commitment and Gift-in-Kind Receipting screens are configured to capture transactions and the correct underlying journals will post the transaction appropriately.
Pledges are logged in the system and once the donation is realized, it is receipted from the donor into the system. The source activity is flagged and instead of crediting the business partner, a revenue account is automatically credited while the detailed history is maintained at the donor level.
Donations can be accepted directly without lodging a pledge. A donor can be created on the fly in the event that the partner doesn’t already exists. Banking and reconciliation processes are automatically initiated in periodic batches. When capturing the receipt it can be cross referenced to the appeal or marketing activity that initiated the donation.