• Utilities - Renewals Pages
  • Utilities - Renewals|Search Page
  • Utilities - Renewals|Details Page
  • Utilities - Renewals|Seating Page
  • Utilities - Renewals|Gifts Page
  • Utilities - Renewals|Miscellaneous Items Page
  • Utilities - Renewals|Results Page
• Handling Renewals
  • Creating an Offer Renewal
  • Creating an Order Renewal
  • Creating an Update Order Renewal
  • Working with Renewal Seat Rules
    • Creating a Renewal Seat Rule
    • Modifying a Renewal Seat Rule
    • Deleting a Renewal Seat Rule
  • Working with Renewal Gift Rules
    • Creating a Renewal Gift Rule
    • Modifying a Renewal Gift Rule
    • Deleting a Renewal Gift Rule
  • Working with Renewal Miscellaneous Item Rules
    • Creating a Renewal Miscellaneous Item Rule
    • Modifying a Renewal Miscellaneous Item Rule
    • Deleting a Renewal Miscellaneous Item Rule
  • Running a Renewal
  • Modifying a Renewal
  • Deleting a Renewal

The Utilities application Renewals|Gifts page allows you to define what gift customers will be offered for their renewal based on their previous donations.

The following image illustrates the Utilities application Renewals|Gifts page:

The Utilities application Renewals|Gifts page consists of the following properties:

Field	Description
Name	The name of the gift rule. Gift rule names do not have to be unique.
Description	A brief description of the gift rule.
Gift From	Enter the name of the gift on the order. Click to search for a gift. For more information, refer to The Find Gifts Dialog Box.
Gift To	Enter the name of the gift included in the offer. Click to search for a gift. For more information, refer to The Find Gifts Dialog Box. Information If the destination gift set in the 'Gift To' field has a fixed amount configured, the renewal order will set the renewal gift amount to the fixed amount. If the destination gift does not have a fixed amount configured, the renewal order will set the renewal gift amount to match the gift amount on the source order.
Appeals To	Enter the name of the appeal included in the offer. Click to search for an appeal. For more information, refer to The Find Appeals Dialog Box.
Solicitor	The name of the person within your organization responsible for soliciting the gift.
Fund To	Select the fund included in the offer from the dropdown menu.
Gift Type	The type of gift based on the donor’s gift history. Lapsed: The donor has made gifts in the past, but not recently. New: The donor has never made a gift before. Renewal: The donor is renewing a previous gift.
Pledge Date	The date the donor intends to give your organization this gift. By default, the date that the renewal is issued is used. Enter a date into the field or click to select a date. For more information, refer to Using the Calendar to Select a Date.
Default Receipt Template	The template for the tax receipt to be sent to the 'Default Receipt Contact'.
Default Receipt Thank You Letter	The template for a thank you letter to accompany the donor’s tax receipt.
Donor Thank You Letter Template	The template for a thank you letter, if one is to be generated and sent to the donor.
Referrer Thank You Letter Template	The template for a thank you letter, if one is to be generated and sent to the 'Referrer Contact'.