Gift types - cash related Raiser Edge

Giovanni Franco

Hi there,

Would anyone can help identify which gift types are related to cash in the Raiser's Edge. Thank you.

gift_type
Donation
GiftInKind
MatchingGiftPayment
MatchingGiftPledge
Other
Pledge
PledgePayment
RecurringGift
RecurringGiftPayment
SoldStock
Stock

Alex Wong

Here's something that should help

DB Schema Type #	DB Gift Type	Webview Gift Type	API Gift Type
1	Cash	One-time gift	Donation	Revenue	Cash
2	Pay-Cash	Pledge payment	PledgePayment		Cash
3	MG Pay-Cash	Matching gift payment	MatchingGiftPayment		Cash
9	Stock/Property	Stock/property	Stock	Revenue	Cash
10	Stock/Property (Sold)	Stock/property (sold)	SoldStock	Revenue	Cash
11	Pay-Stock/Property	Pledge payment	PledgePayment		Cash
12	MG Pay-Stock/Property	Matching gift payment	MatchingGiftPayment		Cash
13	Pay-Stock/Property (Sold)	Pledge payment	PledgePayment		Cash
14	MG Pay-Stock/Property (Sold)	Matching gift payment	MatchingGiftPayment		Cash
18	Other	Other	Other	Revenue	Cash
19	Pay-Other	Pledge payment	PledgePayment		Cash
20	MG Pay-Other	Matching gift payment	MatchingGiftPayment		Cash
31	Recurring Gift Pay-Cash	Recurring gift payment	RecurringGiftPayment	Revenue	Cash
34	Planned Gift	Planned gift	PlannedGift	???	???
8	Pledge	Pledge	Pledge	Revenue
15	Gift-in-Kind	Gift-in-kind	GiftInKind
16	Pay-Gift-in-Kind	Pledge payment	PledgePayment
17	MG Pay-Gift-in-Kind	Matching gift payment	MatchingGiftPayment
21	Write Off	Pledge write off	PledgeWriteOff
22	MG Write Off	Matching gift write off	MatchingGiftWriteOff
27	MG Pledge	Matching gift pledge	MatchingGiftPledge	Revenue
30	Recurring Gift	Recurring gift	RecurringGift

JoAnn Strommen

@Giovanni Franco Can you clarify? Where are you referencing/defining "Cash"?

Cash can be a gift type, a pay method. Are you looking at recieved/committed revenue? Are you creating dashboard filters?

Most of the items on your list could be 'cash,' IMO other than GIK and gift type of stock.

Giovanni Franco

Yes, everything considered as revuene (cash in hands).

Thankyou.

Tatyana Leifman

https://community.blackbaud.com/discussion/comment/316129#Comment_316129

If you are looking for cash in hand then I would exclude anything that has "pledge" in it (i.e. pledge, matching gift pledge), also "recurring gift", gift-in-kind, and depending on how your organization uses "other." "Stock" is more complicated to my mind as it would depend on how quickly your organization sells the stock. Mine sells it immediately, so for us, stock (we don't use the "sell stock" option in RE) would be "cash in hand."

Tatyana Leifman

Pledges are also considered as revenue though they are not cash in hand but can be a liability if the pledge goes unfulfilled or not fully fulfilled and all or part of it would need to be written off.

Joe Moretti

I am not 100% what you are looking for and why you are asking this particular question, but more context would be helpful.

Giovanni Franco

I am using a gift end point and there is a column where the gift_types listed are not the same naming convention that the system (UI) uses.

For example, when you I pulled from the end-poing those are the gift types:

GiftInKind, MatchingGiftPayment, MatchingGiftPledge, Other,Pledge, PledgePayment, RecurringGift, RecurringGiftPayment, SoldStock, Stock

The system uses a different naming convention for the filters related to cash, see below:

Pay-Cash, MG Pay-Cash,Stock/Property, Stock/Property (Sold), Pay-Stock/Property, MGPay-Stock/Property, Pay-Stock/Property(Sold), MG Pay-Stock Property(Sold), Recurring Gift Pay-Cash, Pay-Other, MG Pay-Other

From the system perspective, I want to know which gift_types are related to cash.
Thank you.

Suzie Capps

https://community.blackbaud.com/discussion/comment/316147#Comment_316147

As far as I was aware, planned gifts aren't revenue? As you apply cash gifts to a planner gift (they act akin to a pledge)?

Alex Wong

@Suzie Capps I think you are correct. I don't think we are using Planned Gift as it is intended which is why we had it listed as Revenue and Cash previously. We are re-evaluting oursevles too.

Giovanni Franco

When I pulled the data using an end point gift related, the records came out with a column "gift_type". The following are the gift types are the one listed below.

gift_type   (back-end)
Donation
GiftInKind
MatchingGiftPayment
MatchingGiftPledge
Other
Pledge
PledgePayment
RecurringGift
RecurringGiftPayment
SoldStock
Stock

But, the system RE uses a different naming convention for the gift types. Below are the ones are considered cash in RE NXT.

I am trying to group the transactions by types, but there are easy to identify at the first glance. I am expecting to know if anyone has a better understanding on the relationship. Thank you.!

System Gift Types - Related to Cash 

1	Cash
2	Pay-Cash
3	MG Pay-Cash
4	Stock/Property
5	Stock/Property (Sold)
6	Pay-Stock/Property
7	MGPay-Stock/Property
8	Pay-Stock/Property(Sold)
9	MG Pay-Stock Property(Sold)
10	Recurring Gift Pay-Cash
11	Pay-Other
12	MG Pay-Other

Giovanni Franco

I am using a gift endpoint to pull of gift data related, the gift_type field has different definitions that the system uses in the back-end.

See below:

gift_type   (back-end)
Donation
GiftInKind
MatchingGiftPayment
MatchingGiftPledge
Other
Pledge
PledgePayment
RecurringGift
RecurringGiftPayment
SoldStock
Stock

What I am want to know how these gift types are associated with the system naming convention. Below, are the one we are considering cash.

Thank you.

System Gift Types - Related to Cash
1	Cash
2	Pay-Cash
3	MG Pay-Cash
4	Stock/Property
5	Stock/Property (Sold)
6	Pay-Stock/Property
7	MGPay-Stock/Property
8	Pay-Stock/Property(Sold)
9	MG Pay-Stock Property(Sold)
10	Recurring Gift Pay-Cash
11	Pay-Other
12	MG Pay-Other