Add Mapping for Gift Fees

In order to generate GL distributions for gift fees to the development office, you can map the transactions to GL accounts or account codes.

Here are three examples of possible mappings for gift fees:

Application Type	Debit #	Credit #
Gift fee paid by cash, check, or debit card for anything	01-1000-00	01-4000-00
Gift fee paid by stock for anything	1010	4010
Gift fee paid by property for anything	1020	4020

When you specify account code, other segments are derived from selected characteristics of the transaction. For more information about how to define segment mappings, see Define Segment Mappings.

Add mapping for a gift fee

1. From the Development Office page, select the Gift Fees tab. The Gift Fees tab appears.

2. Select Add. The Define mapping screen appears.

3. In the Debit and Credit columns, select the accounts or account codes to use when generating GL distributions. To locate an account, you can use the Account Search. For information about the Account Search screen, see Account Search Screen.

   You create accounts on the GL Accounts page of the General ledger setup section in Administration.

4. Under Generation criteria, select the Applied to arrow to access the Application types screen.

5. Under Application type, select the types of applications you want to include when the program generates GL distributions.

6. Select OK. You return to the Define mapping screen.

7. Under Generation criteria, select the With payment method arrow to access the Payment methods screen.

8. Under Payment method, select payment method criteria.

9. Select OK. You return to the Define mapping screen.

   Warning: We recommend you map GL distributions for all application types and payment methods. The program does not allow unmapped transactions. For example, if you do not map gift fees applied to donations, your organization will not be able to add gift fees applied to donations.

10. Select Save. You return to the Gift Fees tab.