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Cameron University Banner Project
Advancement
Advancement Training
Committee/Meeting Name
May 28, 2009
1:00 p.m.
Date
Time Convened
Time Terminated
Location Burch
Recorder Hillary Ashton
Jennifer Bowen, Hillary Ashton, Anna Swanson, Angie Melton, Tina Jensen, Terry Anderson
Members Present
Karen Echols, Diana Smith
Members Absent
Notes
Topics
Processing Gifts
Adjustments
Two Tracks
AGAPDEF
Instructions – Entering
Gifts
Gift Types
AGAPDEF
AGAGIFT
Discussion, Information
This differs from pledges because it involves actual
deposits and cashiering
Same form as pledges (AGAADJS)
Action Taken, Decisions, Recommendations
When entering a gift you can just enter it as one
time or apply it to a pledge
AGAGIFT should be AGAPDEF
Make sure you differentiate between different types
of checks and credit cards (Ex: FK, PK, UK)
Anna does not recommend using one type gift
default
Use the Address icon to verify we have the same
address in General Person that is on the form of
payment
Pledge Field: Enter ASSIGN to create a new
pledge
Gift Type: Can type the check number next to or
over the description
Web Gifts – you can record this as a vehicle of gift
class
Check and see where we migrate Web Gifts to (vehicle or
class) and then make a policy to continue to record this
here.
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Topics
AGAGAUX
Cameron University Banner Project
Advancement
Discussion, Information
Incentive gifts are stored here – this is where you
can set to acknowledge the value of the gift from
the tax deduction
Action Taken, Decisions, Recommendations
We may use this for Class of 2009