Add a benefit

1. From Fundraising, select Benefits catalog under Configuration. The Benefits Catalog page appears.

2. On the action bar, select Add. The Add a benefit screen appears.

3. Enter a unique name and description to help identify the benefit.

4. In the Value field, enter the value for the benefit, based on a monetary amount or a percentage of the revenue transaction amount.

   From an appeal record, when you associate a benefit with an appeal, the value you enter when adding a benefit appears on the appeal record 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.

5. In the Category field, enter a category for the benefit.

   Benefit categories Benefit categories, such as Apparel or Service, help define and organize the benefit., such as Apparel or Service, help define and organize the benefit.

   Tip: You define benefit categories from the Code Tables page in Administration.

6. Under Benefits on pledges, select whether to send the benefit when the pledge is committed or fully paid.

   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 distribution. When you select "Committed," the distribution is generated when the pledge is saved. When you select "Fully Paid," the distribution is generated once the pledge is paid in full.

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

8. On the Fulfillment tab, you can specify the vendor who will provide the benefit, such as the company who produces the T-shirts. You can also specify who the fulfillment vendor is. This is the company who will actually send the benefit to the constituent.

   Tip: You can create vendor records from the Marketing and Communications page.

   In the Benefit ID field, you can enter an identification number for the benefit.

   In the Cost field, you can enter the amount it cost to produce the benefit.

9. Select Save. You return to the Benefits Catalog page.