Pennsylvania BANNER Users Group 2006

1. Pennsylvania BANNER Users Group2006 Where Does the Money Go?

2. General Announcements: • Please turn off all cell phones/pagers • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversations during the session • Questions will be answered at the end of the session Thank you for your cooperation

3. Introduction • Andrea MulrineDirector of Development OperationsUniversity of Scranton • Andrea.Mulrine@Scranton.edu • BANNER school since early 1990’s • Disclaimer • Development Office Data System (DODS)

4. Agenda • ERD’s • Split Rules • Hard Credit / Split Credit / Multiple Credit • Soft Credit / Memo Credit • Matching Gifts • Third Party Payments • Impact on VSE • We won’t cover Pledges

5. ERD’s • Entity Relationship Diagrams • Available at ActionWeb

6. ERD’s:

7. ERD’s:

8. ERD’s:

9. ERD’s:

10. Hard Credit • Legal, tax receiptable credit • BANNER forms: • AGCGIFT • APAGHIS

11. Split Rules - AGAIDRL • Institution or Individual • Based on XREF • Multiple (Hard) • Multiple = Hard = Split • AGAGIDS • Memo (Soft) • Memo = Soft • AGAGMEM

12. Split Rules - AGAIDRL • We use Hard for an Alum • We use Soft for all others • Things to know: • Hard credit CAN’T exceed 100% of the gift • Soft credit CAN exceed 100% of the gift BUT the split rule won’t process it automatically… you’ll need to make a manual adjustment to AGAGMEM

13. Split Rules - AGAIDRL • 50-50 Suggestion for Married Alumni • 50% hard credit for each spouse • 50% soft credit for each spouse • BANNER doesn’t handle this – requires manual entry of Memo Credit.

14. Split Rules - AGAIDRL

15. Split Credit • Gives HARD Credit away to another constituent • Important for counting the number of donors • Can’t exceed 100% of gift amount • BANNER forms: • AGAGIDS • AGCGIFT • APAGHIS

16. AGAGIDS

17. AGCGIFT

18. AGCGIFT – Gift Detail

19. AGCGMLT

20. APAGHIS

21. VSE • The amount of the gift MINUS any SPLIT credit given away is the amount counted on the VSE for the donor • The SPLIT credit amount is counted on the VSE for the person the credit is given to • Both the donor and the person(s) receiving split credit are counted as donors on the VSE

22. Memo Credit • Gives SOFT Credit to another constituent • Does not add to the count of the number of donors • CAN exceed 100% of gift amount • BANNER forms: • AGAGMEM • AGCGIFT • APAGHIS

23. AGAGMEM

24. AGCGIFT

25. AGCGIFT – Gift Detail

26. AGCGMMO

27. APAGHIS

28. VSE • Only the Hard Credit amount of the gift is counted on the VSE • The person receiving Memo Credit is not counted as a donor

29. Matching Gifts • The constituent initiating the Matching Gift receives Soft (or Memo) Credit • The company giving the Matching Gift receives Hard Credit • The Soft Credit amount doesn’t count on the VSE • The donor receiving Soft Credit doesn’t count as a donor on the VSE

30. Third Party Payments • Scenario • John Q. Alumnus makes a $100 pledge • John sends a check from his business, Johnnie’s Apple Pies to fulfill his pledge • Choices • Delete the existing pledge and create new pledge/payment for the company (losing the history that the John Q. made the pledge) • Use Third Party Payment

31. Third Party Payments • Fulfills an existing pledge • Gives Hard Credit to the Payor • Gives Hard or Memo Credit to the Pledger - you choose • BUT… Gift Societies don’t process either Hard or Soft Credit for Third Party Payments

32. Third Party Payments

33. Third Party Payments

34. Third Party Payments

35. Third Party Payments

36. iDODS

37. Hardest Things I Learned • Hard = Split = Multiple • Soft = Memo • Matching Gifts are in the Memo Table • How Split Rules are set up makes a big difference • TEST, TEST, TEST and TEST AGAIN

38. Best Things I Learned • BANNER Users are very kind and take pity on newbies • BANNER Users are willing to share their expertise

39. Pennsylvania BANNER Users Group2006 Open Floor for Other Questions?

40. Pennsylvania BANNER Users Group2006 Have a great day!