Add Benefit Screen

Name

Enter a unique name to help identify the benefit.

Description

To help further identify or explain the benefit, enter a detailed description of the benefit.

Value

Enter the value of the benefit, based on a monetary amount or a percentage of a revenue transaction amount.

When you associate the benefit with an appeal, this value appears by default. From the General tab on the appeal record, you can edit the value on the benefit level as necessary. If you edit the value from the appeal, the new value applies only to the appeal; the original value remains on the benefit in the Benefits Catalog.

When you associate the benefit with an appeal and then add a revenue transaction associated with the appeal, the program automatically calculates and deducts the value of the benefit from the receipt amount of the transaction. When you add a revenue transaction, you can waive benefits or edit the receipt amount as necessary.

Category

To help organize the Benefits Catalog, select a category to help define the benefit, such as Apparel or Service.

Send benefit when pledge is

Select when to send the benefit to a constituent in response to a pledge. To send the benefit immediately when the constituent makes the pledge, select "Committed." To send the benefit after the constituent pays the final installment of the pledge, select "Fully Paid."

With either option, the program generates a benefit expense. The benefit distribution information appears on the GL Distributions tab of the revenue record.

Sites

To restrict use of the benefit to specific sites at your organization, select the sites to use the benefit.

Benefit vendor

On the Fulfillment tab, specify the vendor who will provide the benefit, such as the company who creates the T-shirts.

Fulfillment vendor

Specify who the fulfillment vendor is. This is the company who will actually send the benefit to the constituent.

Benefit ID

Enter an identification number for the benefit.

Cost

Enter the amount it cost to produce the benefit.