Pennsylvania BANNER Users Group 2006 Where Does the Money Go?

Pennsylvania BANNER Users Group

2006

Where Does the Money Go?

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered at the end of

the session

Thank you for your cooperation

Introduction

Andrea MulrineDirector of Development OperationsUniversity of Scranton

[email protected] BANNER school since early 1990’s Disclaimer Development Office Data System (DODS)

Agenda

ERD’s Split Rules Hard Credit / Split Credit / Multiple Credit Soft Credit / Memo Credit Matching Gifts Third Party Payments Impact on VSE We won’t cover Pledges

ERD’s

Entity Relationship Diagrams Available at

ActionWeb

ERD’s:

ERD’s:

ERD’s:

ERD’s:

Hard Credit

Legal, tax receiptable credit BANNER forms:

– AGCGIFT– APAGHIS

Split Rules - AGAIDRL

Institution or Individual Based on XREF Multiple (Hard)

– Multiple = Hard = Split– AGAGIDS

Memo (Soft)– Memo = Soft– AGAGMEM


We use Hard for an Alum We use Soft for all others Things to know:

– Hard credit CAN’T exceed 100% of the gift– Soft credit CAN exceed 100% of the gift BUT the

split rule won’t process it automatically… you’ll need to make a manual adjustment to AGAGMEM


50-50 Suggestion for Married Alumni– 50% hard credit for each spouse– 50% soft credit for each spouse

BANNER doesn’t handle this – requires manual entry of Memo Credit.


Split Credit

Gives HARD Credit away to another constituent

Important for counting the number of donors Can’t exceed 100% of gift amount BANNER forms:

– AGAGIDS– AGCGIFT– APAGHIS

AGAGIDS

AGCGIFT

AGCGIFT – Gift Detail

AGCGMLT

APAGHIS

VSE

The amount of the gift MINUS any SPLIT credit given away is the amount counted on the VSE for the donor

The SPLIT credit amount is counted on the VSE for the person the credit is given to

Both the donor and the person(s) receiving split credit are counted as donors on the VSE

Memo Credit

Gives SOFT Credit to another constituent Does not add to the count of the number of

donors CAN exceed 100% of gift amount BANNER forms:

– AGAGMEM– AGCGIFT– APAGHIS

AGAGMEM

AGCGIFT

AGCGIFT – Gift Detail

AGCGMMO

APAGHIS

VSE

Only the Hard Credit amount of the gift is counted on the VSE

The person receiving Memo Credit is not counted as a donor

Matching Gifts

The constituent initiating the Matching Gift receives Soft (or Memo) Credit

The company giving the Matching Gift receives Hard Credit

The Soft Credit amount doesn’t count on the VSE

The donor receiving Soft Credit doesn’t count as a donor on the VSE

Third Party Payments

Scenario– John Q. Alumnus makes a $100 pledge– John sends a check from his business,

Johnnie’s Apple Pies to fulfill his pledge

Choices– Delete the existing pledge and create new

pledge/payment for the company (losing the history that the John Q. made the pledge)

– Use Third Party Payment


Fulfills an existing pledge Gives Hard Credit to the Payor Gives Hard or Memo Credit to the Pledger -

you choose BUT… Gift Societies don’t process either

Hard or Soft Credit for Third Party Payments





iDODS

Hardest Things I Learned

Hard = Split = Multiple Soft = Memo Matching Gifts are in the Memo Table How Split Rules are set up makes a big

difference TEST, TEST, TEST and TEST AGAIN

Best Things I Learned

BANNER Users are very kind and take pity on newbies

BANNER Users are willing to share their expertise


2006

Open Floor for Other Questions?


2006

Have a great day!

Documents

Pennsylvania BANNER Users Group 2006 Where Does the Money Go?