Customer - Set up Fundraising options

There are a few Fundraising options that are set from the Customer module including:

Customers > Set up Fundraising >

Purpose

Interest Codes

Interest codes indicate specific areas that an organization or fund supports (for example, education, health, or literacy). These codes can be assigned to your organization, to funds, and to company matching plans. Specifying interest codes is optional, but if an interest code is specified in a company matching plan, matching donations can only be made to funds that have that same code.

For example, if the “ED” interest code is specified for the matching plan, but the GEN fund only has the “CHILD” code, you cannot enter a matching donation to the  GEN fund.

Sender Codes

Sender codes enable you to assign a signature line to requests, acknowledgements, and other correspondence that iMIS generates.

For example, different letters may be signed by the head of your organization, a committee chairperson, or a customer support representative.

You must define one sender code for each different signature line that you wish to include in correspondence. When a new gift is entered, the sender code can be assigned by clicking Acknowledge on the Enter and edit gifts window.

Memorial/Tribute Codes

Provides memorial/tribute codes to identify the type of memorial gift or pledge (for example, “In Memory of,” “In Tribute to,” and “In Honor of”).

Memorial/tribute codes help you track memorial and tribute donations and help to generate correspondence related to these donations. Memorial/tribute codes designate how a donation is dedicated. For example, the code “MEMOR” could stand for “in memory of”, the code “HONOR” could stand for “in honor of”. When a memorial/tribute donation is made, the iMIS user who records the donation chooses from pre-defined memorial/tribute codes.

 

To enter interest codes

  1. From Customers, select Set up Fundraising > Interest codes to display the Set up interest codes window.
  2. Click New.
  3. Enter the Interest Code.
  4. Enter a brief Interest Description of the interest code.
  5. Click Save.

To create sender codes

  1. From Customers, select Set up Fundraising > Sender codes to display the Set up sender codes window.
  2. Click New.
  3. Enter the Sender Code.
  4. Enter the Sender Description, which specifies the exact name and title to be used for the sender code. You can include a Carriage Return in the Sender Description.
  5. Click Save.

To enter memorial/tribute codes

  1. From Customers, select Set up Fundraising > Memorial/tribute codes to display the Set up memorial/tribute codes window.
  2. Click New.
  3. Enter the Memorial/Tribute Code.
  4. Enter the Description of the memorial or tribute. This description is printed or included on the letters sent to the Notify ID and to the donor.
  5. Click Save.