Multiple Payment Gift

Represented by Gift Transactions and Gift Commitment (Gift Commitment Schedule optional, Opportunity optional)

Definition:

• Not explicitly solicited - could have been part of a larger marketing effort
• Could have a previous commitment

Examples:

• Could be pledge
• Could be a Letter of Intent

Optional Opportunity because:

• Tracking solicitation may not be necessary

Optional Gift Commitment Schedule because:

• Schedule does not follow a pattern

Prerequisites for Salesforce Admin:

• See Prerequisites for Salesforce Admin from Single Payment Gift - Untracked Solicitation
• Required
  • Set intervals for General Fundraising Settings - this enables Gift Commitments to be available for selection within Gift Entry
• Optional
  • Determine naming convention for Gift Commitments, and set up corresponding automation
  • Customize the Gift Commitment object (e.g. record types, picklists, custom fields, page layouts, Lightning pages)
  • Set up and customize the Gift Commitment Schedule object
  • Set up and customize the Payment Instrument object

Prerequisites for End User:

• See Prerequisites for End User from Single Payment Gift - Untracked Solicitation.

• Required

  • Ensure Person/Business Account exists for the donor first if not using GIft Entry

Best Practices:

• See Best Practices from Single Payment Gift - Untracked Solicitation
• Create an Opportunity when a potential gift is identified.
• Create Gift Commitment when the donor has committed to the gift.
  • Use Formal Commitment Type to communicate either verbal or written commitment.
• Create Gift Transaction through Gift Entry when payment is received.

How to enter the gift via Gift Entry (recommended):

• See How to enter the gift via Gift Entry from Single Payment Gift - Untracked Solicitation
• Can select existing Gift Commitment from this screen
  • If Gift Commitment exists for that donor and a transaction for it is due within the interval set in the Fundraising General Settings, it will be available to match the transaction to.
  • It may be easier to have the Gift Commitment and Gift Commitment Schedule created first if this is the first payment on a donation but will depend on ease of workflow for your organization

How to enter the gift (without Gift Entry):

• Create a new Gift Commitment record
  • [Optional] Click Manage Gift Commitment Schedule to create a new Gift Commitment Schedule
  • [Optional] Click Manage Gift Default Designations to set default designations.
• See How to enter the gift (without Gift Entry) from Single Payment Gift - Untracked Solicitation
  • When creating the Gift Transaction, select the newly created Gift Commitment (and Gift Commitment Schedule)