Helpful information:
•When creating the renewal job, set the 'Payment Type' to either Payment or Both.
•The source order(s) for the renewal must have a 'Renewable Payment Method' set on the Customer Services - Order|Summary page.
•If the destination gift set in the 'Gift To' field on the Utilities - Renewals|Gifts page has a fixed amount configured, the renewal order will set the renewal gift amount to the fixed amount. If the destination gift does not have a fixed amount configured, the renewal order will set the renewal gift amount to match the gift amount on the source order.
To create a new gift rule:
1.Open Utilities from the Desktop.
2.Select the Renewals tab.
The Renewals|Search page appears.
3.Search for and select the renewal that you want to work with.
The Renewals|Details page appears.
4.Select the Gifts tab.
The Renewals|Gifts page appears.
5.Click '+ Add Rule'.
6.Complete the following:
▪Name: Enter a name for the gift rule. Gift rule names do not have to be unique.
▪Description: Optionally enter a description of the gift rule.
▪Gift From: Click  to search for the gift on the original order.
▪Gift To: Click to search for the gift included in the destination offer.
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Information
If the destination gift set in the 'Gift To' field has a fixed amount configured, the renewal order will set the renewal gift amount to the fixed amount. If the destination gift does not have a fixed amount configured, the renewal order will set the renewal gift amount to match the gift amount on the source order.
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▪Appeal To: Click to search for the appeal included in the destination offer.
▪Solicitor: Enter the name of the person within your organization responsible for soliciting the gift.
▪Funt To: Select the fund included in the destination offer from the dropdown.
▪Gift Type: Select the type of gift based on the donor’s gift history:
oLapsed: The donor has made gifts in the past, but not recently.
oNew: The donor has never made a gift before.
oRenewal: The donor is renewing a previous gift.
▪Pledge Date: Click  to select the date when the donor intends to give your organization this gift. By default, this set to the date that the renewal was issued.
▪Default Receipt Template: Select the template for the tax receipt to be sent to the 'Default Receipt Contact'.
▪Default Receipt Thank You Letter: Select the template for a thank you letter to accompany the donor’s tax receipt.
▪Donor Thank You Letter Template: Select the template for a thank you letter, if one is to be generated and sent to the donor.
▪Referrer Thank You Letter Template: Select the template for a thank you letter, if one is to be generated and sent to the 'Referrer Contact'.
7.For every gift rule that you want to add, repeat the process from Step 5.
8.Click 'Apply'.
A window confirms that the renewal was updated.
9.Click 'OK'.
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