Gift Type
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Description
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Ideas on recording them in TntConnect
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Gifts from pledged donors (PARTNER-Financial)
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Regular Gift
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In fulfillment of a pledge
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• | Do nothing! TntConnect handles this one perfectly. |
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Extra Gift
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Less than the partner's normal pledge amount
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• | TntConnect will not recognize this as an EXTRA gift but will instead create a task to "research the gift which is LESS than the regular amount". |
• | If the donor sent/gave you the gift directly, record it in TntConnect using Add Gifts before forwarding it to your organization. |
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Extra Gift
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MORE than the partner's normal pledge amount
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• | If donor is current on their pledge, TntConnect will recognize this as an EXTRA gift and automatically create a Thank You task. |
• | If donor is behind on their pledge, TntConnect will assume the donor is making up for missed gifts. |
• | If the donor sent/gave you the gift directly, record it in TntConnect using Add Gifts before forwarding it to your organization. |
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Recontinuing Gift
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Regular partner gives again after missing 2 months or more since their last gift was due
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• | TntConnect will typically recognize this as a Recontinuing gift and automatically generate a Thank You task. |
• | You can change the length of time for the automatic action in Tools | Options |
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Sporadic Gifts
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Pledged donor who frequently misses their frequency. For example, they are a monthly partner but only give seven times per year.
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This is a difficult situation. You have three options, but none work perfectly:
1. | Keep them as a PARTNER-Financial and accept that their average monthly gift will be below what their pledge monthly should be; also, you may get a RECONTINUING thank often. (Better for infrequent missed gifts.) |
2. | Mark them as a PARTNER-Special since they are not consistent enough to be counted as a Pledged giver. Then you will receive a SPECIAL thank every time they give. (Better for frequently missed gifts.) |
3. | Mark them as a PARTNER-Financial, but make their monthly pledge equal to their approximate average monthly gift rather than their stated pledge amount. (Helps keep average correct, but results in many auto-tasks.) |
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Split Gifts
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Gift is part pledge, part special.
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• | You can only split a gift IF the gift was given in response to an Appeal. |
• | Split the gift on the Edit Gift screen, telling TntConnect which portion is pledge and which is special, as well as which appeal it is associated with. |
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Gifts from anyone who is not a PARTNER-Financial
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Special Gift
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Of any amount
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• | Do nothing! TntConnect handles this one perfectly. |
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Other gifts (Could be from any contact, including pledged partners)
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Personal Gift
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Typically cash or check made out to missionary.
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• | If your ministry has limits on personal gifts, make sure this gift falls within those guidelines. |
• | You can add the gift using Add Gift (in the Gifts list on the TNT Tab). Be sure to check the "Personal Gift" box. |
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Non-Web Gift
Internal Gift from another missionary
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A gift that is part of your support, but for some reason is not processed by the donation system that TntConnect connects to.
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• | Some gifts may be processed by your organization but not appear in their gift download (for example, non-cash gifts that are receipted but not processed in their donation system). |
• | Account transfers from other missionaries within your organization may be processed in your ministry's accounting system, not its donation system. Therefore, they will not download like other gifts. |
• | In both cases, manually enter the gift using Add Gift. Uncheck the "Available on Web" box. |
• | If the account transfer is a recurring gift, you may want to set up a recurring task to remind you to enter it. |
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Tangible Gift
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Such as a birthday or wedding present, a vehicle, or anything else that is not money.
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• | The best way is to use the "Present" task type. This allows you to use the powerful history search/filter features to find presents in the future. |
• | You could enter this using Add Gift (on the TNT Tab), and keep the amount as $0. Then write a description of the Gift on the Memo line. This keeps the gift in your Gifts list on the TNT Tab. |
• | If the gift is significant (for example, a vehicle), then you may want to add a line in the top of your Notes tab indicating this, so you will remember it when you select this contact. |
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Gifts given FROM you to a ministry partner
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Any gift
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• | Any time you send a gift to a ministry partner, whether it is a token gift related to a recent ministry project, a baby or wedding gift, etc., you should record it using the Present task type in your History tab. |
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Other Gift Issues
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Deleted Gift (deleted by TntConnect)
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During the Gift Input process, TntConnect alerts you it is going to delete a gift already in your database.
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This could be caused by several different things. You will have to figure out which one at that moment:
• | You manually entered a gift that was not available on the Web, but forgot to uncheck "Available on Web". TntConnect automatically deletes any "Available on Web" gift that does not post within 45 days. |
• | You manually entered a gift and forwarded it to your organization, but it was never processed and/or credited to your account. OR, you entered it for the wrong amount and TntConnect did not recognize the web gift as the same one. Follow up with your organization. |
• | Your organization adjusted/corrected/deleted a gift you already downloaded. TntConnect is simply synchronizing your database to make sure it matches. |
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Deleted Gift (deleted by you)
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You deleted a gift, but it keeps reappearing when you do a Gift Input.
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• | You cannot delete a gift that appears in your organization's donation system. Only your organization can modify gifts in their system. |
• | Sometimes this occurs when you have a donor who gives via a church or foundation, and then manually delete the gift. Again, this means TntConnect's gift record will not sync correctly with your organization. A better way to resolve this is to enter a negative gift for the church/foundation (not Available on Web), then manually enter the gifts for the actual donor (not Available on Web). |
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Gift Maintenance
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Annual Sync adjustment
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• | Because TntConnect by default only goes back about 3 weeks from your last Gift Input, this means that TntConnect will not catch adjustments your organization makes to gifts older than that time frame. |
• | Once a year or so, it may be helpful to make your start date a year back and re-sync all the gifts you received in the last year. You might be surprised at the adjustments you see! |
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