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Gift Benefit Set Up

Amy Esposito

We run several golf tournaments a year, each with it's own sponsorship levels and benefit amounts. Each one has a unique appeal. I've been adding the benefits in the gift batch manually. Is there a way to add them in to the appeal so that the benefits will be pulled into the gift based on the appeal? The “Load From” button seems to pull from the appeal, but I can't figure out the set up. Maybe the appeal isn't the right place?

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Faith Murray

Amy, since this is for a Golf Tournament, you can accomplish the same end through the associated Event record. When these are added, it should automatically adjust the receipt amount during batching as long as the gift is also linked to an event record during batching. (Gift amount remains unchanged, but receipt amount reflects the tax-deductible donation portion.)

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Amy Esposito

Hi Faith, thanks for the help. Forgive me, I'm new at this. Do I pull the event into the batch, or is it linked with the appeal somehow? I don't see an obvious way (to me) to do either.

Faith Murray

The event doesn't link to the Appeal, although it would be nice if it did. Instead, when you batch the gift, click into the toolbar Gift – Link to – Event - Registration. In the new window, click “New Registration” and search for your event. That will create an automatic event registration record, while at the same time pre-filling your Receipt Amount.

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Amy Esposito

There is no genuflecting emoji, so you'll just have to imagine it here. Thanks!