Defining Default Fundraising Gift Amounts

The Rate Code Details section is used to create rate structures and rate codes upon which gift prices are based. Rate structures are typically used to segment constituents into logical buying groups.

The Default Gift Amounts section is used to associate a price with a given rate structure and code combination. Gifts can be priced by date (which facilitates the creation of early bird rates) or by different currencies. Accounting policies can be implemented here, including adjustments, write-off tolerances, and tax basis.

To define the rates and pricing:

1. Define General Fundraising Gift Information.

2. Click Define Default Gift Amounts from the Gift Code Definition task category.
The Default Gift Amounts screen displays, as shown below.

3. Click Add Rate.

4. Select a Rate Structure from the drop-down menu.

5. Select a Rate Code from the drop-down menu.
The Description defaults as the Rate Code value.

6. Select the Short Pay from the drop-down menu.

7. Enter the Agency Discount percentage, if necessary.

Agency discount is probably not used very often for FND products, but it's possible that an organization might use a third-party fundraiser who gets a percentage (i.e., the agency discount amount) as their cut. For example, an organization could pay a fundraiser $1 for every $100 in contributions it raises. The third-party fundraiser submits a check for $99, which is entered as $100.00 gift less the agency discount of $1.00.

8. Enter a Priority number.

9. Enter the Sales Commission.

10. Check the applicable checkboxes:

a. Default Rate

b. Web Enabled Rate

c. Default Web Rate

11. Highlight the appropriate rate code and click Add Price.

12. Select the Currency from the drop-down menu.

13. Enter the Gift Amount for the gift as it relates to the rate code.

For CASH products to be used on the web, you must define a price greater than zero.

14. Select a Valid from date from the drop-down.

15. Select the Valid thru date from the drop-down, if necessary.

The Rate Structure, Rate Code, and Fair Market Value fields are read-only.

16. Click Save.

Screen Element	Description
Rate Code Details
Add Rate	Button. When clicked, a row is added to the Rate Code Details table and the corresponding fields are enabled to add a rate code.
Delete Rate	Button. When clicked, the highlighted row from the table and the rate code are deleted.
Rate Structure	Drop-down. This is a structure that defines a constituent. They are defined during the system setup. Certain constituents, such as members vs. non-members, receive special rates. The rates for these structures are defined in the Rate Code. After a rate structure has been defined for the product, this drop-down is disabled and cannot be edited.
Rate Code	Drop-down. The established rate determines the pricing for the Rate Structure selected. After a rate code has been defined for the product, this drop-down is disabled and cannot be edited.
Description	Text box. A description of the rate code.
Short Pay	Drop-down. This fixed code indicates how Personify handles short payment situations. Options include: Adjust: Accept whatever is paid. In order to activate a Proforma FND "Cash" product order line with a short pay code of "Adjust", the payment must be greater than zero. Therefore, if a FND product is added as sub-line and payment is made equal to the master order line, the FND product order line will NOT activate. AR: Create Receivable - Indicates that constituents purchasing the gift under the active rate code will be invoiced. A receivable amount for any balance due is created. Reject: Do not activate Order unless fully paid.
Ship-Via	Drop-down. Override how the gift is to be shipped, e.g., by Federal Express, United Parcel Service, or United States Postal Service.
Agency Discount	Text box. The percentage to be applied for an agency discount when creating a donation for this gift.
Priority	Text box. Determines the order the rate codes display in the product setup and Donation Entry screen. The rate code with the lowest display order displays first.
Sales Commission	Text box. The percentage of sales commission the sales representative receives when this product is purchased.
Default Rate	Checkbox. Defaults the rate to the list price. For example, some organizations want to show member savings, but to do that the structure and price must be known to consider the “list price.”
Web Enabled Rate	Checkbox. Indicates that the gift setup can be accessed via the Web.
Default Web Rate	Checkbox. Defaults the rate to the one listed on the Internet. The system must be Web-enabled.
Pricing Detail
Add Price	Button. When clicked, a row is added to the Pricing Detail table and the corresponding fields are enabled to add a pricing structure.
Delete Price	Button. When clicked, the highlighted row from the table and the pricing structure are deleted. If a price has been added by mistake, deleting the incorrect price will automatically set the previous price’s End Date to NULL, only if it is one day prior to the new price.
Currency	Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar.
Rate Structure	Read-only. This is a structure that defines a constituent. They are defined during the system setup. Certain constituents, such as members vs. non-members, receive special rates. The rates for these structures are defined in the Rate Code.
Rate Code	Read-only. The established rate determines the pricing for the Rate Structure selected.
Gift Amount	Drop-down. The price charged for the gift prior to any applicable discounts.
Valid from	Drop-down. The pricing setup begins on this date. It is based on the system date in the application. If a begin date is defined prior to an existing begin date, a warning message appears. If entered, then the end date is automatically set to the day prior to the next existing begin date.
Valid thru	Drop-down. Indicates the last date when this rate would be effective for this gift detail.
Fair Market Value	Read-only text box. If a product is complimentary or sold at a discount, then you can add the actual amount of the product here.