Add Mapping for Planned Gifts

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

Here are a few examples of possible account and account code mappings for planned gifts:

Transaction Type

Debit #

Credit #

Contributions that will be received for charitable gift annuity

01-1050-00

01-4000-00

Payouts to charitable gift annuity

5000

01-1020-00

Contributions received for charitable remainder unitrust

1500

4500

Some planned gifts only book contributions revenue, such as charitable remainder trusts. Other planned gifts book both the contributions revenue and the payout they make. These may include charitable gift annuities.

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 planned gift

  1. From the Development Office page, select the Planned Gifts tab. The Planned Gifts 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.

    Warning: We recommend you define mappings for all gift vehicles your organization accepts. The program does not add unmapped planned gifts transactions. For example, if you map “Charitable gift annuity (Pay-out),” you must also map “Charitable gift annuity” or an error occurs when you add a transaction with this type of gift vehicle.

  4. Under Generation criteria, select the With a gift vehicle of arrow to access the Planned gift vehicles screen.

  5. Under Planned gift vehicle, select the types of planned gift vehicles you want to include when the program generates GL distributions.

    We recommend you define mappings for all applicable planned gift vehicles. For example, if you map “Pooled Income Fund (Pay-out),” you must also map “Pooled Income Fund” or an error occurs when you add a transaction with this type of gift vehicle.

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

  7. In the With revocable status of field, select whether to include revocable statuses, non-revocable statuses, or both with the mapping.

  8. Select Save. You return to the Planned Gifts tab.