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Cameron University Banner Project
Advancement
Committee/Meeting Name
Processing Pledges and Gifts
Date
May 27, 2009
Time Convened
1:00 p.m.
Time Terminated
Location
BURCH
Recorder
Jennifer Bowen
Members Present
Jennifer Bowen, Angela Melton, Tina Jensen, Hillary Ashton, Karen Echols, Anna Swanson
Members Absent
Terry Anderson
Notes
Topics
Pledge
Gift
Pledge Reminders
Required Information
AGAPLDG
AGAPMAS
AGAPDEF
Solicitor Orgainizations
Web Gifts
Discussion, Information
Intent to give a gift
Actual gift, either a pledge payment of one-time gift
Action Taken, Decisions, Recommendations
This will covered when we go over acknowledging
donors. This training will cover receipts, thank you’s and
pledge reminders
Used to enter a single pledge. You can split pledges
between multiple designations.
Used to enter multiple pledges (this is a mass entry
form). You can also use this form to enter a single
pledge if you have the correct information.
This form will not allow you to split pledges between
multiple designations. You will have to use AGAPLDG.
Used to set up defaults
This form is a little easier to use, as long as you do not
need to split a pledge to different designations.
This will help make entering pledges and gifts easier
Do we want to add a Misc/Unsolicited? Anna
recommends having this field always completed since
gifts are being entered all across campus.
We need to revist with Anna rather or not a web gift
should be coded through type, class or vehicle code with
the way we utilize the BANCFIRST payments
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Topics
Conditional Pledges
Pledges/Gifts
Cameron University Banner Project
Advancement
Discussion, Information
Useful for KCCU for matching gifts (ex: pledge of $1,000
if $1,000 is raised from a specific area). If condition type
is filled in, you cannot set to pledge category as
unconditional.
When entering the pledge information and setting the
pledge as conditional, this will navigate you to the
AGAPCON table to set what the conditions of that
pledge are.
Before entering a gift/pledge they must have an
affiliation. To do this, go to APACONS or AOACOMP.
Planned Gifts
AGAPINS
AGAPSOL
AGAPASC
Entering Installments. Install Default-allows you to
“create” the installments instead of entering them by
hand.
Where you can enter the solicitation and solicitor org
on pledges
Used for keeping track of others who helped raise
money.
The ID you associate with the gift does not have to be
an advancement constituent.
AGAPAUX
Action Taken, Decisions, Recommendations
To view this information, you will need to create a
report to pull. This information is not viewable on the
person who became associated record.
Associating auxiliary amounts with a gift. Used to
assign gifts when they are not associated with a gift
society. This can be used to deduct from the total on
the tax receipt.
Where do we want to record these? Typically recorded
as a pledge.
We need to create quick flows for entering pledges and
payments.
Might be useful for tracking the students who raised
money for a hit a thon.
We will need to create a type for the student athlete on
the ATVASSC table.
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Topics
AGAWPLG
Pledge Reports
Adjustments to Pledges
and Gifts (AGAADJS)
AGCPADJ
Quick Flow for
Foundation/Athletics
HOMEWORK
Cameron University Banner Project
Advancement
Discussion, Information
Used to enter pledges from the internet
Review the training materials for a complete listing and
description of Banner reports.
Takes care of performing all of the associated records
with a pledge or gift.
Action Taken, Decisions, Recommendations
It is best to start from the last available area (soft
credit) and work to the front (conditions).
Shows you the adjustments that have been made to a
pledge.
You can also get to this from the AGCPLSG and clicking
on the down arrow next to the Y.
President’s Partners(PPPLDG)
AGAPLDG
AGAPINS
AGAPMEM
AGAPSOL
Need to create a quick flow for KCCU with the Auxl gift
table.
To navigate the quick flow, you must save the page and
X out, it will then take you to the next form.
Create a project schedule of outstanding task. Make
assignments and due dates. Send this list to Anna by July
1st.