>Dave,
>
>Do you recommend entering the donation twice, once for the organization
>and once for the person? Or just for the organization with a reference
>to the person? I'm wondering this because I can't decide which
>information I need most (the donation attached to the person or to the
>org) and don't want to double count total donations. (Double entries
>would mean that YTD$ info and reporting are incorrect.)
If you are recording a matching gift, you presumably have two
separate donations, one from the individual and one from the
organization. I'm suggesting only to cross-reference them using the
Pay Memo field.
>
>I've considered adding a Matching Gift check box field and a pop-up
>field that let's you enter the donor's name in the Payment Entry screen
>(and perhaps the Payment screen) which could then be used in a report
>for matching gift giving. This could probably be summarized by member
>or in other ways to show total giving attributable to a member, etc.,
>but there would be no summaries on the Home screen fast find fields for
>the member.
That would work, though if your pop-up with the donor's name
contained all your donors it could be pretty cumbersome.
>
>Also, is there a way to create a "Fast Find" field for an individual
>that summarizes YTD$ plus any payment records entered under a matching
>organization but associated with that member's name record? It sounds
>like a difficult calculation to write, but I'm somewhat new at
>customizations.
At first glance, I think it would take:
-creating a self-relationship within paymnts_.102 using a calculated
key, =Record Number & "Match", for example
- creating a calculated field that sums the payments from this relationship
- creating a lookup field (the "Fast Find" field) which looks up the
value of the calculated field above
- adding steps to the Replace All Find Fields and Replace Current
Find fields scripts to update this field.
>
>Our matching gifts are currently small but I hope they will increase in
>the future and I'd like to figure out a solution before I enter too many
>matching gifts. Any suggestions you (or anyone else out there) can
>provide would be helpful.
--
Dave Shaw Northwest Classics, Inc
tel: 206-954-7526 fax: 206-625-1338
