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The Utilities - Renewals|Gifts page allows you to define what gift customers will be offered for their renewal based on their previous donations.

 

The following image illustrates the Utilities - Renewals|Gifts page:

UTIL-Renewals-Gift-7.28

The Utilities - Renewals|Gifts page consists of the following properties:

Field

Description

Name

The name of the gift rule. Gift rule names do not have to be unique.

Description

A brief description of the gift rule.

Gift Type

The type of gift based on the donor’s gift history.

•Lapsed: The donor has made gifts in the past, but not recently.

•New: The donor has never made a gift before.

•Renewal: The donor is renewing a previous gift.

Gift From

The name of the gift on the original order.

Click magnifyingGlass-7.X to search for a gift.

Gift To

The name of the gift being included in the offer.

Click magnifyingGlass-7.X to search for a gift.

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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.

Appeals To

The appeal being included in the offer.

Click magnifyingGlass-7.X to search for an appeal.

Fund To

Select the fund included in the offer from the dropdown menu.

Solicitor

The name of the person within your organization responsible for soliciting the gift.

Pledge Date

The date the donor intends to give your organization this gift. By default, the date that the renewal is issued is used.

Click calendarIcon-7.X to select a date.

Default Receipt Template

The template for the tax receipt to be sent to the 'Default Receipt Contact'.

Default Receipt Thank You Letter

The template for a thank you letter to accompany the donor’s tax receipt.

Referrer Thank You Letter Template

The template for a thank you letter, if one is to be generated and sent to the 'Referrer Contact'.

Donor Thank You Letter Template

The template for a thank you letter, if one is to be generated and sent to the donor.

Additional Information

Any additional information about the gift rule.

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Hint

The following are some best practices when renewing gift orders with payments:

1.When creating the renewal job, the 'Payment Type' must be set to either Payment or Both.

2.The source order(s) for the renewal must have a 'Renewable Payment Method' set on the Customer Services - Order|Summary page.

3.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.