Default Fund/Appeal for a constituent

Rachel Cavalier · August 2021

Is there a way to set a default fund or appeal for a constituent, so all of their gifts would have this pre-filled that would work when using Batch Entry?

I feel like we could set up a Default Set that would accomplish something like this - but we don't enter gift directly on a constituent's record.

The reason I ask is that we have a supporter who likes to donate by bank transfer, nearly every day and sometimes more than once a day, and all of these gifts are for the same campaign, appeal, package and fund. We have asked them if a monthly Standing Order or Direct Debit would be something they are interested in, but they like giving this way.

Heather MacKenzie · August 2021

Huh. I've never heard of anyone who donates more than once a day! Wow!

The best I can think of is to set up a recurring gift, but then your transactions would get out of whack if they do more than once a day. I'll come back if I come up with anything else.

JoAnn Strommen · August 2021

Don't know any way to set up default per constituent that would auto-fill in batch. Unless you had a batch template used only for that person's gifts. If frequency and amounts vary it's hard to set up recurring gift or pledge.

Does your org post pledges? (Here they don't so it doesn't matter if payments come in cash or pay-cash.) If pledges are not posted and payment type doesn't affect accounting, you could possibly put a large pledge on the record with your desired fund/appeal info. Then with a pop-up to apply to pledge you'd get the fund/appeal info. You could set payment schedule out in the future so it would pull in any past due reports. I don't know just trying to think outside the box. LOL

La Donna Borth · August 2021

Do you use batch templates? Maybe you could set up a batch template for only his gift and name it Batch Template - <Donor's Last Name>? That way, when the batch is started, Load from Existing Batch can be clicked and his personal batch template will pull in the fields you've indicated with the campaign, fund, and appeal you've entered in there.

Rachel Cavalier · August 2021

@Heather MacKenzie: We did consider a recurring gift but the amounts vary and I'm not sure that you can put the frequency as daily? Might be wrong on that one.

@JoAnn Strommen and @La Donna Borth: We do use Batch templates - but by payment source and type, so we have a daily batch for card payments, one for bank transfers etc. We could probably fill in this person's for the daily bank transfer one and then just overtype the defaults for other gifts in that batch (or delete that out of the defaults for that particular batch once we'd entered this particular person's donations). Maybe sticking a big pledge on is the way forward - then close it off at the end of the financial year and start a new one?

Thanks everyone for your input on this one! Definitely some ideas to test out

Faith Murray · August 2021

I would probably just put a Business Rule on him. I know, seems funny to make a Business Rule for just one guy, but it saves all the headache of pledge schedules, or a newbie not remembering which batch to use for him. You can create a dynamic query for “constituent ID =” and then write the Business Rule to “please post this donor's gifts to Fund+Appeal”. The Rule will pop up whenever you enter his name or ID into any Batch going forward.

Default Fund/Appeal for a constituent

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