Edit benefit information

  1. For existing revenue, on the revenue record, select the Benefits tab and select Edit benefits. The Benefit details screen appears.

  2. For new revenue:

    • On the Add a payment screen or Edit payment screen, select the icon next to the Total benefit amount field.

    • On the Add a pledge screen or Edit a pledge screen, select Benefits.

    • The Benefit details screen appears.

    Note: For information about how to access the record, refer to Search for Transactions.

  3. Depending on the appeal associated with the revenue, the transaction may have default benefits associated with it. Select whether to waive the default benefits associated with the revenue.

    • If the constituent declines the benefits, select Waive benefits. The grids are disabled.

    • If the constituent receives benefits, select Total benefits. The grids are enabled and display the default benefits associated with the gift.

    Note: When you select Waive benefits, no benefits are added to the transaction. If the transaction is associated with multiple default benefits and the constituent declines only some of the default benefits, select Total benefits and remove the unwanted benefits as necessary.

  4. If you select Total benefits, the grids display the transaction’s benefits, based on monetary amounts or percentages of the transaction amount. Edit the benefit information as necessary.

    Note: To select a benefit, it must appear in the Benefits Catalog managed in Fundraising. For more information, refer to Benefits Catalog.

    1. The constituent can receive multiple benefits for the same revenue. To add additional benefits, in the Benefit column, search for and select the benefits to add. To remove a benefit, delete the information in its row of the grid.

    2. In the Quantity column, the program automatically enters a count of “1” for each benefit. If necessary, enter the quantity of each benefit the constituent receives.

    3. The program automatically enters the value of each benefit, as specified in the benefits catalog. You can base the benefit value on a monetary amount or a percentage of the transaction amount.

      For benefits based on a monetary amount, in the Unit value column, edit the monetary value of each benefit as necessary. If you edit the value, the Benefits Catalog retains the original value of the benefit.

      For benefits based on a percentage amount, in the Percent value column, edit the percentage value of each benefit as necessary. If you edit the value, the Benefits Catalog retains the original value of the benefit. Then, select Recalculate amounts. The program automatically calculates the percent value of the benefit, based on the transaction amount less the value of any monetary benefits.

      When you enter benefit information in the grid, the program automatically calculates the Total value of each benefit. To calculate this total for a benefit based on a monetary amount, the program multiplies the quantities entered by their unit values. For a benefit based on a percentage amount, the program multiplies the amounts entered by their percent values.

    4. In the Details column, enter any notes about the benefit the constituent receives, such as the size and color of a T-shirt.

      Note: If you edit the default benefits associated with the revenue, such as to remove unwanted benefits, or if you change the constituent on the revenue, you can revert to the default benefit information for the selected constituent. To reset benefit information, select Total benefits and select Reset benefits.

  5. Select Save.