Product Documentation

This section is for understanding how to use the Gift Batch and related objects. Gift Batch is a custom object included in the Donor 360 package and is designed to assist organizations in batching gift processing. The Create New Donation flow accessed from an Account record can be customized to include a Gift Batch lookup field so that as users are entering Opportunities, the Gift Batch can be connected.

Foundation Partners Fund 360 package uses this information and pushes it to Accounting Seed. If your org does not use the Fund 360 package, the object can still be used to batch gifts together and push them to an outside accounting system with an integration. Gift batch works with the Opportunity and related objects.

• Custom Fields
• Using Gift Batch

• Bank Deposit Date
• Complete
• Default Fund
• Default Gift Date (Received Date)
• Default Gift Type
• Lump Sum
• Sum of Total Amount Received
• Total Number of Opportunities

A Gift Batch is a record containing basic information about the Opportunities that will be connected to it. A few fields can be set as the default so that all records connected to the Gift Batch have those defaulted fields. This would need to be updated in the Create New Donation flow to include mapping these fields.

• From Gift Batch, Click New
• Give the Batch a Name; Dates, User's Name or Initials, or something about the records are good choices
• Set Bank Deposit Date
• Search and select Bank Account (or remove from page layout if not using Fund 360)
• Lump Sum can be checked or unchecked, depending upon accounting rules
• Set any default fields, optional and requires configuration; primarily adding to Create New Donation flow and mapping
  • Search and Select Default Fund
  • Set Default Gift Date (this date becomes the Close Date and the Payment Date)
  • Set Default Gift Type
• Save

The screenshot below is the basic configuration without Defaults or a Bank Account

The screenshot below includes Defaults and a Bank Account

The screenshots below show how the Gift Batch is selected in the Create New Donation Flow and the field populated on the Opportunity.

When a Gift Batch has Opportunities connected, the Gift Batch Detail Page becomes very useful in managing gift entry. Supporting documentation can be saved to Files. Once the batch is complete, check the Complete box to close it out.