pennsylvania banner users group 2006 where does the money go?
TRANSCRIPT
General Announcements:
Please turn off all cell phones/pagers If you must leave the session early, please
do so as discreetly as possible Please avoid side conversations during the
session Questions will be answered at the end of
the session
Thank you for your cooperation
Introduction
Andrea MulrineDirector of Development OperationsUniversity of Scranton
[email protected] BANNER school since early 1990’s Disclaimer Development Office Data System (DODS)
Agenda
ERD’s Split Rules Hard Credit / Split Credit / Multiple Credit Soft Credit / Memo Credit Matching Gifts Third Party Payments Impact on VSE We won’t cover Pledges
Split Rules - AGAIDRL
Institution or Individual Based on XREF Multiple (Hard)
– Multiple = Hard = Split– AGAGIDS
Memo (Soft)– Memo = Soft– AGAGMEM
Split Rules - AGAIDRL
We use Hard for an Alum We use Soft for all others Things to know:
– Hard credit CAN’T exceed 100% of the gift– Soft credit CAN exceed 100% of the gift BUT the
split rule won’t process it automatically… you’ll need to make a manual adjustment to AGAGMEM
Split Rules - AGAIDRL
50-50 Suggestion for Married Alumni– 50% hard credit for each spouse– 50% soft credit for each spouse
BANNER doesn’t handle this – requires manual entry of Memo Credit.
Split Credit
Gives HARD Credit away to another constituent
Important for counting the number of donors Can’t exceed 100% of gift amount BANNER forms:
– AGAGIDS– AGCGIFT– APAGHIS
VSE
The amount of the gift MINUS any SPLIT credit given away is the amount counted on the VSE for the donor
The SPLIT credit amount is counted on the VSE for the person the credit is given to
Both the donor and the person(s) receiving split credit are counted as donors on the VSE
Memo Credit
Gives SOFT Credit to another constituent Does not add to the count of the number of
donors CAN exceed 100% of gift amount BANNER forms:
– AGAGMEM– AGCGIFT– APAGHIS
VSE
Only the Hard Credit amount of the gift is counted on the VSE
The person receiving Memo Credit is not counted as a donor
Matching Gifts
The constituent initiating the Matching Gift receives Soft (or Memo) Credit
The company giving the Matching Gift receives Hard Credit
The Soft Credit amount doesn’t count on the VSE
The donor receiving Soft Credit doesn’t count as a donor on the VSE
Third Party Payments
Scenario– John Q. Alumnus makes a $100 pledge– John sends a check from his business,
Johnnie’s Apple Pies to fulfill his pledge
Choices– Delete the existing pledge and create new
pledge/payment for the company (losing the history that the John Q. made the pledge)
– Use Third Party Payment
Third Party Payments
Fulfills an existing pledge Gives Hard Credit to the Payor Gives Hard or Memo Credit to the Pledger -
you choose BUT… Gift Societies don’t process either
Hard or Soft Credit for Third Party Payments
Hardest Things I Learned
Hard = Split = Multiple Soft = Memo Matching Gifts are in the Memo Table How Split Rules are set up makes a big
difference TEST, TEST, TEST and TEST AGAIN
Best Things I Learned
BANNER Users are very kind and take pity on newbies
BANNER Users are willing to share their expertise