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CommunitySuite Idea Lab: Donations/Pledges/Promises/Public Securities

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Non-Gift Transactions for donations

Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.

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Amy Royal shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    Responding to Brian: We have some funds that have fundraisers where we receive all the checks. The checks have an amount that is a true gift with the remainder being a non-gift. Being able to have the ability to separate them in one process would be highly valuable rather than making each check a two separate processes.

  • Stacy Robinson commented  ·   ·  Report

    This would be extremely helpful. The nongift process seems very tedious in comparison with FIMS.

  • Amy Royal commented  ·   ·  Report

    Bryan - too much of a workaround. Basically I just do an JE after the gift is posted...........

  • Deb Pfledderer commented  ·   ·  Report

    Accounts Receivable is not really a word used very much in the Foundation world in my opinion. Gifts and non-gifts are both money into a fund. The non-gift really just means that the donor received something in return for the donation. We have so many gifts/payments that are both gifts and non-gifts together in one that it would be very helpful to streamline the process.

  • AdminBryan Geary (CF Solutions Engineer, Foundant Technologies) commented  ·   ·  Report

    FIMS only has gifts as an entry method, so non-gift amount was recorded as a separate line on a gift whereas CSuite has a separate AR module, so gifts should be in donations and non-gifts should be in AR. It creates a cleaner separation in reporting as donations (gifts) are always gifts and there is no need to filter non-gifts out.

    The process in CSuite goes like this.
    1. Make a donor a customer in profile (only one time - not needed for every invoice)
    2. Go into customers, find the donor and create an invoice.
    3. Post the invoice.
    4. Create a payment.
    5. Apply the payment to the invoice and post.

    But that is a lot more steps than taking a donation. Would it be useful to have a streamlined non-gift entry within the AR module that would combine those steps?