Associate’s Program
Millennium University
Gift Processing
AS 103
Windows 7.2
JSI FundRaising Systems, Inc.
AS 103 Gift Processing
Table of Contents
INTRODUCTION ................................................................... III
Gift Processing (AS 103) .........................................................................iii
What You’ll Need to Get Started .............................................................iii
What You Will Learn ............................................................................... iv
Instructions for the Student................................................................... iv
CHAPTER 1
GIFT TRANSACTIONS .................................. 1-1
Entering a Gift Transaction .................................................................. 1-2
Split Allocations ................................................................................. 1-18
CHAPTER 2
EDITING TRANSACTIONS ............................ 2-1
Editing Transactions ............................................................................ 2-2
Deleting Transactions .......................................................................... 2-5
Journaling Transactions ....................................................................... 2-7
CHAPTER 3
JOINT AND CREDIT TRANSACTIONS ........... 3-1
Joint vs. Credit Transactions ............................................................... 3-1
Entering a Spouse Joint Gift Transaction ............................................. 3-2
Credit Transactions .............................................................................. 3-6
CHAPTER 4
HONOR & MEMORY TRANSACTIONS .......... 4-1
Honor or Memory vs. Credit ................................................................. 4-1
Constituent Honor Transactions .......................................................... 4-2
Adding a Constituent Honor Transaction.............................................. 4-5
Non-Constituent Honor Transactions ................................................... 4-5
Adding Non-Constituent Honor Transactions ........................................ 4-8
This document contains proprietary information belonging to JSI FundRaising Systems, Inc.
i
Introduction
ii
CHAPTER 5
PLEDGES AND PAYMENTS ........................... 5-1
Entering a Pledge Transaction ............................................................... 5-1
Entering Pledge Payments ................................................................... 5-11
Editing Pledges or Payments ............................................................... 5-18
Write-Offs and Overpayments .............................................................. 5-19
CHAPTER 6
MATCHING PLEDGES ................................... 6-1
Matching Pledge Procedures .................................................................. 6-1
Automatic Match Posting ...................................................................... 6-3
Posting Match Pledge Payments .......................................................... 6-10
Making Adjustments ........................................................................... 6-15
APPENDIX: GIVING TABLES
March 2002
AS 103 Gift Processing
AS 103 Gift Processing
iii
Introduction
Gift Processing (AS 103)
We’ll assume that if you’re reading this right now you’re involved in the
extremely important function of maintaining a record of your institution’s
donations, and possibly also responsible for reporting back to the fundraisers
on various kinds of donations. Your job function is the primary reason
Millennium exists! (And we thank you for that!)
Unless today is your first day on the job, you already know that there is much
more information to maintain concerning a gift to your institution than the
donor's name and dollar amount. The quantity of information is much more
comprehensive than anyone outside our profession would guess! At the same
time, that information is useless unless there is an efficient way to store and
then retrieve it.
Millennium provides a comprehensive, sophisticated means of tracking and
reporting giving information. In spite of its complexity, we also think you’ll find
our method of processing to be as logical and reasonable as possible. In this
course of study, we'll take the process one step at a time until we cover the
entire procedure.
We’ll begin by defining all the columns in the Gifts Table, where all donations
and pledges are recorded. Once we get some basic background information
and understanding of how Millennium records and stores giving information,
we will start by entering a “simple” gift from a constituent donated to one
particular fund drive. Then we will add to the processing complexity and build
from there, S L O W L Y adding links, options, multiple transactions…etc.
What You’ll Need to Get Started
 Prior to beginning this workbook, make sure you have access to the
Millennium Training Database. If you need assistance with connecting to
the database, please see your System Administrator or contact our office.
 Ask your System Administrator for the User ID, password and server you
will use during the training.
 Although printing is only minimally featured in this workbook, it is
recommended that you establish some printing capability (we’re sure you
This document contains proprietary information belonging to JSI FundRaising Systems, Inc.
Introduction
iv
already have). Millennium uses the default printer as established by the
Windows Print Manager.
 We recommend that you make your own copy of this workbook so that you
may incorporate your own notes into the material.
What You Will Learn
 How to Interpret Columns in the Gifts Table
 How to Enter Gift Transactions
 How and When to Update Transactions
 How to Enter Joint and Credit Transactions
 How to Establish Memberships
 How to Enter Dues Transactions
Instructions for the Student
Hands-On Instruction
All instructions that you should perform on your computer while proceeding
through the workbook will appear in the following format:

Click on the “Profile” subsystem.
A shaded box with a mouse graphic will give you the instructions to be carried
out using the mouse. All mouse operations feature a single click on the left
mouse button.
OK, now that we’ve covered all the bases….
Let’s Begin!
AS 103 Gift Processing