Default Gift Fees
Your organization may use a percentage of revenue received as a gift fee, such as toward operating costs. The gift fee does not affect the amounts that appear in reports, such as on constituent giving or campaign success. To manage the default gift fees your organization uses from Revenue, select Default gift fees under Configuration. On this page, you can select whether to enable the gift fee option. After you enable gift fees, you can view and manage the conditions of when to apply gift fees.
Under Gift fee option, you can view whether gift fees apply to new payment transactions. If gift fees are enabled, you can view to which types of payment applications the fees apply.
When gift fees are enabled, you can configure multiple percentages to use as gift fees based on receipt amount. The value of any benefits is deducted before the gift fee is calculated. For example, for smaller payment amounts, you may use a higher percentage as a gift fee than for larger payment amounts. You can also select to exclude specific constituencies or payment methods from gift fees. For example, your organization may select to not charge gift fees for revenue from board members or payments of stock or property.
Note: You can override the gift fee automatically applied to a specific payment. For information about how to override the gift fee for a payment, see Edit Gift Fees on a Payment.
Under Default gift fees, you can view and manage the default gift fees that your organization uses. Under Constituency exclusions and Payment method exclusions, you can view and manage the criteria of revenue transactions to exclude from gift fees. To update the information in a grid, select Refresh. You can edit this information as necessary.