Cecily, I'm
not ready to be as sophisticated as you are with e-base, but I would be inclined
to handle it this way:
The grant
from the grantor is not 'earned' until the donors make gifts, so, I
wouldn't want to book the grant until I knew the group has 'earned' it
all. I would book the donor's gift under one source code and the match
under another but book them both to the donor so that the membership levels come
out right. When I want to know how much match has been earned I would run
a report on the matching gift source code. (I would probably code the
donor gift a version 1A gift and the match a version 2A gift or something
similar to show the parallel nature of the gifts.)
I would want
to be able to track what I received from the grantor, but since that is only one
gift to remember I would probably book it as a zero dollar gift and then make a
note what the value of it is. It does mess you up in terms of being
able to look at the lifetime gift of a grantor, but it's easier to remember
than trying to remember which of your individual donors made an applicable
gift.
Do you have a
way to consider a gift "in-kind" so that it is reported separately rather than
as cash? That way your cash receipts would match your accounting
reports. That's might be another option for booking the grant
itself. Put it in-kind so that the lifetime gifts from the grantor total
up properly but it doesn't affect your cash.
Does this
work?
Vicki Sola
Development Coordinator
Inland Northwest Land Trust
phone: 509-462-1239
fax: 509-328-4733
Development Coordinator
Inland Northwest Land Trust
phone: 509-462-1239
fax: 509-328-4733
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org --------------------------------------------------------------------------Original Message-----While I agree this is an accounting problem of sorts, it is a typical development (fundraising) function, and a common strategy in philanthropic giving. So, my question still stands....I realize that Ebase doesn't support soft and hard credits, but am wondering whether anyone has ever tackled this problem, what alterations they've made, and what solutions have arisen.
From: Cecily Clemons [mailto:[EMAIL PROTECTED]]
Sent: Tuesday, May 21, 2002 2:22 PM
To: TechRocks Support
Subject: [support] RE: Matching Grants
One idea is to code all match (the John Smith entries) to a specific source code and then eliminate that source code from all reports, but I think this may be an arduous way about it--there's always a chance that you'd forget and the reports would overstate your numbers. Am wondering about the matching fields, and whether anyone has pursued it from that end. or, whether others have created a separate function entirely (new file etc...). Or whether the solution is not to book grants.....
Ideas? thoughts?
thanks!!
-c
--
Cecily Clemons
Development Director
Predator Conservation Alliance
P.O. Box 6733
Bozeman, MT 59771
406.587.3389
406.587.3178 (fax)
E-Mail: [EMAIL PROTECTED]
Website: www.predatorconservation.org
Saving a place for America's predators
Speak out for grizzly bears in the Northern Rockies! Visit
http://www.predatorconservation.org/get_involved/take_action/activist.html
learn how you can help shape the future of the grizzly bear.
From: "Walter Daniels" <[EMAIL PROTECTED]>
Reply-To: "TechRocks Support" <[EMAIL PROTECTED]>
Date: Tue, 21 May 2002 16:46:14 -0400
To: "TechRocks Support" <[EMAIL PROTECTED]>
Subject: [support] RE: Matching Grants
There is no support in eBase for hard vs soft credits so you are on your own in terms of marking them (in the memo field perhaps). eBase is not an accounting program so what you do there and what you do in your real accounting program is up to you as long as you don't expect to reconcile reports between eBase and your accounting program. Marking them both hard and soft will result in double accounting and possibly inflated reports out of eBase which you will have to hand adjust if distribute reports from eBase.
-----Original Message----------------------- Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
From: Cecily Clemons [mailto:[EMAIL PROTECTED]]
Sent: Tuesday, May 21, 2002 4:04 PM
To: TechRocks Support
Cc: Debbie Raynor
Subject: [support] Matching Grants
Here's a question I've been puzzling over.
We have a foundation who is has granted us a challenge (matching) grant. What we'd like to do is to extend this to our members, as a way to increase giving, offering the opportunity to increase their giving level. So, for example, if John Smith gives $100 to this specific effort, then his giving level will be posted at $200 (a 1-to-1 match)
With other systems I've worked on you can do this easily because the posting of gifts is based on "soft credits and hard credits" So, what you'd do is to book the foundation gift as a hard credit (total challenge grant, say $2K for the sake of argument) and the $100 (match) for John Smith as a soft credit. This way, you can go back in the next year and ask for a renewal of the increased amount ($200), and yet all fiscal reports will report the numbers correctly....John Smith at $100 and Foundation Y at $2,000 (because it only pulls hard credits).
Anyone encounter this and have a solution? And, yes, we are booking and tracking grants in ebase.....
Any suggestions would be greatly appreciated!
-Cecily
--
Cecily Clemons
Development Director
Predator Conservation Alliance
P.O. Box 6733
Bozeman, MT 59771
406.587.3389
406.587.3178 (fax)
E-Mail: [EMAIL PROTECTED]
Website: www.predatorconservation.org
Saving a place for America's predators
Speak out for grizzly bears in the Northern Rockies! Visit
http://www.predatorconservation.org/get_involved/take_action/activist.html
learn how you can help shape the future of the grizzly bear.
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
