Gift Subtypes - how are they linked from RE to FE and can they be used on split gifts

Annie Charlot
Annie Charlot
Second Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello - I'm looking into how my org can better track pledges that will likely be paid via DAFs. Currently, the Business Office is duplicating funds we have already created to make a DAF version, which just seems inefficient and like a way to bloat the database.

I don't have access to the FE side of things, but based on the linked KB article, gift subtypes can be added directly into the GL distribution of any fund. Subtypes seem easy to add to the fund in RE, is the process the same to set them up in FE? How does subtype populate when entries are posted in FE?

Also, can subtype be used on a master pledge gift record if it is split to different funds? For example, a donor pledges a gift split between Capital and Annual Operating funds that will be paid over five annual installments. The full pledge is entered in one gift record and funds are split in the split gift tab. We expect just the annual fund portions to be paid via DAF so we used the DAF subtype to denote that. Subtype is only set up on the Annual Operating funds and not the Capital fund. Will the subtype still populate for the Annual Fund portions in FE?

If anyone can provide insight it would be very helpful!

https://kb.blackbaud.com/knowledgebase/articles/Article/75398

Answers

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    For gift subtypes you go to the RE fund record in Re, right click in the grid where all the other fund types are and say "insert" , pick the subtype ( assuming it's already created in the corresponding subtype table) and then you enter the desired Debit, Credit, and if applicable interfund entries to use. Then when that gift type is used, it will use those debits and credits.

  • Annie Charlot
    Annie Charlot
    Second Anniversary Name Dropper Participant Facilitator 1

    Gotcha, so as long as the debit/credit accounts are set up in FE, I only need to insert the subtype on the RE side (with the correct accounts) for the gift to post properly. It doesn't seem like that would be impacted by splitting a gift, since a subtype doesn't have to be connected to a GL account.

    Thanks, Kevin!

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    The mapping is RE fund = Projects
    then each gift type you use, you go to GL distribution tab, and choose the debit, credit to use, including subtypes.

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