New Funds Secured (Ross-CASE) Plugin Prepared by Blackbaud Europe Version 1.4.1, last updated 21 August 2017

Transcription

1 Prepared by Blackbaud Eurpe Versin 1.4.1, last updated 21 August 2017

2 Dcument Cntrl Versin Cntrl Lg Date Name Descriptin Sectins Rev. June 2016 Duglas Galbraith Initial release All 1.0 September 2016 Christpher Armstrng Updated dcument All Nvember 2016 Anne-Marie Daly Updated dcument All 1.3 June 2017 Anne-Marie Daly Updated dcument fr new versin All 1.4 August 2017 Dan Keywrth Updated with Page 13 crrectin All BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 2

3 Table f Cntents Table f Cntents 1. Abut this dcument Purpse Prerequisites Typgraphic cnventins New Funds Secured (Rss-CASE) Plugin verview New Funds Secured backgrund Rss-CASE Survey backgrund Summary f the Blackbaud New Funds Secured (Rss-CASE) Plugin Using the New Funds Secured (Rss-CASE) Plugin Hw t use the plugin The file frmat and prcessing Installing and cnfiguring the plugin Install the New Funds Secured (Rss-CASE) Plugin Raiser s Edge cnfiguratin requirements Rss-CASE Survey recmmended setup Supplementary infrmatin Cnfigurable prcessing further details File frmat further details Imprtant additinal infrmatin please read BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 3

4 1. Abut this dcument This sectin explains the structure, pre-requisites and cnventins laid ut in this dcument. 1.1 Purpse The purpse f this dcument is t prvide an verview f the New Funds Secured (Rss-CASE) Plugin functinality and t serve as a user guide fr the plugin. 1.2 Prerequisites T make best use f this training manual, the fllwing cnditins shuld be met prir t using: User is familiar with Windws desktp applicatins. The user shuld fully understand hw t pen, save, cpy, mve, and delete files. The user shuld als knw hw t pen and clse prgrams. User has access t a cmputer running Raiser s Edge versin 7.92 r later. User has successfully cmpleted Raiser s Edge Essentials II Training Class, r is prficient t that level f system knwledge User is prficient in the use f Raiser s Edge Query User shuld have a wrking knwledge f the Rss-CASE Survey guidelines and requirements New Funds Secured (Rss-CASE) Plugin Grups (e.g. Staff, Alumni) have been clearly defined using Raiser's Edge cnfiguratin and Query 1.3 Typgraphic cnventins Thrughut the manual, references t buttn cmmands are nted in bld print. Fr example, Print buttn. Menu ptin selectins are indicated with a slash between the ptins t be selected. Fr example, File/Open/Cnstituent indicates selecting the File menu, Open ptin, then Select Cnstituent ptin frm the submenu. Values appearing between carat symbls represent variable values that are situatin driven. Fr example <enter the name f the assigned develpment fficer> indicates that the user needs t input a value frm the available sectins r freefrm text available fr a data element within the data entry screen. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 4

5 2. New Funds Secured (Rss-CASE) Plugin verview This sectin prvides sme backgrund infrmatin t the new plugin and its intended purpse. 2.1 New Funds Secured backgrund This new plugin is designed t assist an educatinal institutin with calculating its philanthrpic New Funds Secured (NFS) results fr a given perid f time, accrding t the standard Rss-CASE definitin. New funds secured is the mst cmmn indicatr f fundraising perfrmance used by universities, as well as many clleges and schls, in the UK and several ther Eurpean cuntries tday; it frms the basis fr many institutins internal mnthly/quarterly/annual reprting f fundraising results (e.g. t a Develpment Cmmittee r Gverning Bdy), as well frequently underpinning externally-prmted Campaign and/r Appeal ttals. New funds secured is als a key perfrmance measure captured as part f benchmarking activities, such as the annual UK Rss-CASE Survey f Charitable Giving. This plugin can be utilised t assist with any r all f these purpses, as desired. As defined by CASE Eurpe: New funds secured in a year are new gifts and cnfirmed pledges frm dnrs received during the year. They include bth new single cash gifts, and the full value (up t five years) f new cnfirmed pledges. New funds secured are new, s they d nt include cash payments made against gift pledges secured in previus years. This figure reflects the success f current fundraising activity. It is ften regarded as the best measure f the success f a fundraising prgramme in any particular year since it captures pledges that will typically be paid up ver an agreed perid f time (which is characteristic f many larger gifts). Within the cntext f Raiser s Edge, pledges here refer t bth the Pledge gift type, where a dnr prmises t make a future dnatin in either single r multiple payments (called instalments), and the Recurring Gift gift type, which is a template used t create cash gift recrds where a dnr has agreed t dnate at regular intervals fr a specified r unspecified length f time. Calculating/frecasting the ttal value f such future dnatins ver a multi-year perid can becme quite cmplex, especially as certain requirements may vary acrss (r even within) institutins. This plugin has been designed t be flexible t many, but nt all, f the mst cmmn variatins in reprting needs acrss educatinal institutins. 2.2 Rss-CASE Survey backgrund The UK Rss-CASE Survey f Charitable Giving t Universities is annually cmmissined by the Cuncil fr Advancement and Supprt f Educatin (CASE) in Eurpe. It cllects detailed infrmatin abut gift revenue and fundraising csts t measure the philanthrpic perfrmance f Higher Educatin institutins. It has been cnducted annually fr thirteen years and is the nly surce f infrmatin n this subject in the UK, enabling institutins t cmpare themselves with their peers. It als prvides an estimate f the verall impact f philanthrpy n the HE sectr. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 5

6 Accrding t the Rss-CASE Survey published in April 2017, ttal new funds secured last year rse significantly t a landmark 1.06 billin. Lking nly at thse universities which prvided cmparable histric data, the survey shwed new funds secured rse by 23% ver the past twelve mnths. Overall, 64 institutins raised 1m r mre in new funds secured, with a key feature f this grup being the cntinued increase in the number f universities raising 10m r mre (frm 9 in t 18 in ). All UK universities are invited t participate in the survey, with the Vice-Chancellrs f HE institutins receiving an each September infrming them abut that year s survey launch. Participatin is vluntary but institutins are strngly encuraged t participate in rder t cntribute t, and receive infrmatin abut, gift revenues and csts thrughut the UK. Nn-UK universities can als participate. The survey will be launched in September 2017 and will be live until Nvember Data verificatin and queries arising frm the data submitted will then be carried ut by the CASE Eurpe research team between December 2017 and February Further infrmatin abut past surveys, tlkits and mre are available at Participants wh agree t share their survey results in a nn-annymised fashin are able t cmpare their fundraising perfrmance with that f ther institutins. Tgether, these resurces prvide an estimate f the verall impact f philanthrpy n the UK higher educatin sectr. The next Survey will pen in September 2017, cvering the financial year, and be published in April Whilst schls d nt participate in this survey, many undertake equivalent benchmarking activities, and several f the bservatins and sectr trends are still relevant. 2.3 Summary f the Blackbaud New Funds Secured (Rss-CASE) Plugin The Blackbaud New Funds Secured (Rss-CASE) Plugin is designed t calculate new funds secured ver the last financial year, r any ther specified term, including the value f future instalments expected ver a specified time (defaulted as 5 years), with several elements cnfigurable frm within the plugin. The plugin will prcess gifts within a selected gift query and calculate the incme and expected incme fr Pledges and Recurring Gifts. On selecting the Include Cash Gifts ptin it will als include Cash, Pay- Cash and Recurring Gift Pay-Cash gifts depending n what cash gifts the user selects. The results will be utput in a CSV r Excel file which will allw the user t perfrm further analysis n as required. Pledges Ttal amunt received ver the last financial year (interval entered by the user) The frecasted amunt f the pledge ver the selected term if the pledge status is Active If the pledge status is nt Active the calculatin will be taken frm the start date f the pledge and the end date wuld be either the Gift Status date r calculated frm the term in years, whichever cmes first Recurring terms are als included (see Include Recurring Terms definitin fr mre infrmatin) Recurring Gifts Ttal amunt received ver the last financial year (interval entered by the user) Amunt received fr the number f years specified in the plugin frm the starting n date, unless it has an end date (end date r Status date if gift nt Active ) which falls within the specified time perid and in that case the starting n date t the end date will be used t calculate the expected incme fr the recurring gift BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 6

7 If an amendment has been made during the selected Financial term the amunt frecasted ver the next term will be calculated frm the start date f the amendment. Als the amunt that has been reprted in a previus reprt but nt yet recgnised, if part way thrugh the term, will be subtracted frm the frecasted amunt. This subtractin f the previusly reprted amunt can be switched ff by selecting the Include Full adjusted Amunt ptin. Recurring terms are als included (see Include Recurring Terms definitin fr mre infrmatin) Cash Gifts, Legacy Gift Cash and Matching Gift Pay-Cash Ttal amunt received ver the last financial year (interval entered by the user) Cash gifts applied t Legacies and Matching Gift Pledge Payments are included here Imprtant: We recmmend including Cash Gifts when running this reprt. If the Include Cash Gifts is nt selected, then any gift type ther than Pledges and Recurring Gift will nt be prcessed and hence nt included in the file prduced even if they are included in the selected Gift Query (in which case, it is assumed that the calculatins fr cash gifts will be carried ut using standard Raiser s Edge Queries and reprts r sme ther methd, and nt thrugh this plugin). Pay-Cash, Recurring Gift Pay-Cash Gifts Ttal amunt received ver the last financial year (interval entered by the user) Imprtant: These Pay-Cash Gifts are nt selected by default when selecting Include Cash Gifts, as t d s wuld duplicate the new funds secured ttals reprted. They are included as cnfigurable ptins in rder t supprt wider applicatins f the plugin when desired, but we recmmend nt ticking them fr new funds secured reprting. N.B. It is imprtant t understand that the New Funds Secured (Rss-CASE) Plugin and User Guide must be used in cnjunctin with the Rss-CASE Guidelines issued by CASE Eurpe t ensure the crrect calculatins and gifts are included in the survey, as n validatin f eligibility is carried ut by the plugin. It shuld als be understd that the plugin is designed t assist in the calculatins fr Pledges and Recurring Gifts and nt t prvide the full calculatin that may be required fr the Rss-CASE Survey. Therefre there may be ther gifts that shuld be included in the full calculatin that are nt present in the file generated by the plugin. Fr example, Gifts-in-kind, unspent mnies and s n are nt included and may be relevant fr yur reprting. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 7

8 3. Using the New Funds Secured (Rss-CASE) Plugin This sectin describes hw t use the plugin and hw t use and interpret the frmatted exprt file that is generated thrugh it. 3.1 Hw t use the plugin Fllw these steps in rder 1. Lg n t The Raiser s Edge 7 / Access database view frm Raiser s Edge NXT 2. Create a Gift Query r Queries, in Raiser's Edge, which cntain the gifts t be included in the calculatin. The query results shuld be checked and cnfirmed t ensure crrect gifts in present. An incrrect query can result in incrrect infrmatin being included in the plugin reprt. 3. G t the Plug-Ins area and select the "New Funds Secured (Rss-CASE) Calculatr" plugin BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 8

9 4. The fllwing screen will be displayed within Raiser's Edge. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 9

10 5. Within the plugin select the Gift query created previusly in step 2 by clicking the buttn t the right f the Gift Query text bx. There is n requirement n the fields that need t be included in the Gift Query utput. The plugin will prcess each gift held in the query and utput the relevant infrmatin int a file. If yu need infrmatin frm multiple queries t get yur desired results the plugin will need t be run fr each query. 6. Select the name and lcatin f the CSV file r Excel spreadsheet t be created by clicking the buttn t right f the CSV/ Excel Reprt text bx. Click the dwn arrw n the Save as type bx t select if CSV r Excel file shuld be created. The file that is created by the plugin will be ppulated with the prcessing results. N.B. If this file already exists it will be ver written and yu will lse any data stred in it previusly. IMPORTANT: The Excel ptins in the abve Save as type list are nly available if a) Excel installed n the machine being used t run the plugin and b) the versin f Excel. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 10

11 7. Select the financial year Frm and T dates. This is the perid fr which the actual value f the gifts given will be calculated. The date interval des nt need t be a year and can be any interval i.e. a mnth r week, hwever bth the Frm and T dates need t ccur in the past. Fr example, if running fr the perid 2016 t 2017 then the date range may be 01/08/2016 t 31/07/ Enter the "Term" the number f years the Pledge\Recurring Gift expected incme will be calculated ver. 9. Select Cnfigurable prcessing ptins (as explained in sectin 3.1.1) 10. Click the Start t start the prcessing. 11. On initiatin f the prcessing a prgress bar will be displayed n screen t give an indicatin f hw lng the imprt prcess will take. 12. On cmpletin f the prcessing a message will be displayed stating the number f recrds that have been prcessed and that the file will have been created in the specified lcatin. The reprt will nly include Pledge and Recurring Gifts unless the Include Cash Gifts is selected even if they are included in the Gift query. N.B. a. The number f recrds prcessed relates t the number f gifts in the Gift query where, depending n the prcessing ptins selected, (see sectin 3.1.1) can differ frm the number f recrds listed in the reprt. b. If Include Cash Gifts selected, additinal ptins t als include Pay-Cash and / r Recurring Gift Pay-Cash are available. Care shuld be taken when cnsidering these gift types fr inclusin as culd result in duble reprting f mney nce fr the Pledge r Recurring Gift and again if the assciated payments are included Cnfigurable prcessing ptins In rder t make the plugin flexible and suit the needs f many rganisatins the plugin has a number f cnfigurable ptins. This sectin explains hw these settings affect the calculatins being perfrmed. Override if end date utside term This setting nly affects the last three clumns in the reprt which reprts the frecasted incme ver the term entered by the user and makes the fllwing difference: Recurring Gifts Unchecked If an end date is entered n the Recurring Gift and the end date is utside the Term entered, the reprt will nly calculate t the end f the entered Term. Eg 5 years if Term set t 5 in the plugin. Checked If an end date is entered n the Recurring Gift and is utside the Term entered, the frecasted value will be calculated using the end date rather than the Term. Eg 6 r mre years, depending n the end date n the Recurring Gift, even if Term set t 5 years in the plugin. If n end date is entered the value will be calculated using the Term. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 11

12 Pledges Unchecked The value expected frm the pledge will be calculated using the entered Term. Checked This will reprt the full value f the pledge even if the last payment(s) are utside the entered Term. Include Recurring Terms When reprting frecasted incme fr the Rss-CASE Survey the guidelines allws yu t reprt n recurring terms. Fr example in the first year f a cmmitted gift yu are nly allwed t reprt n the first 5 years even if the duratin f the Recurring Gift r Pledge ges beynd that time interval. Yu wuld then want t reprt the incme f these gifts again in the 6 th, 11 th, 16 th etc.. years f the cmmitment fr anther five years if they cntinue t be active. The plugin will perfrm this calculatin autmatically calculating the recurring terms frm the first pay date if this is nt switched ff. Fr example, if yu have a 10 year pledge then in the first year yu wuld reprt n years 1 t 5 where the Term (Years) in the plugin is set t 5. If the pledge cntinues t be active in year 6 then, as that has nt yet been reprted n, yu wuld want that Pledge t be included in the reprt fr that year. S a 10 year pledge dated 01/10/2010 wuld initially have been included in the reprt that cvered the 5 years frm 2010 t The remaining 5 year balance f the 10 year pledge, if it cntinues t be active, wuld / shuld then be included in the reprt. Unchecked D nt include recurring Terms which wuld result in the pledge nt being included in the reprt fr the abve 10 year pledge example. Checked Include recurring Terms Imprtant infrmatin fr amendments and adjustments The Rss-CASE guidelines allws the rganisatin t reprt n the adjusted amunt f the gift if the Gift value changes ver the five year perid that it has already been reprted in. Changes t the amunt fr Recurring Gifts and Pledge wrk differently, due t the inherent nature f the way the recrds wrk in RE. Pledge adjustments d nt change the gift date, s reprting n them will nt alter the recurring terms r windws fr these gifts. Fr example, if an adjustment is made in year tw f a 5 year term, that will be picked up in the year 3 reprt, but the adjusted reprted amunt will still shw in the cntext f the current windw years 1-5. Years 6-10 wuld reprt full amunts at the adjusted level. Recurring Gift amendments effectively re-starts the gift at that pint (it alters the first pay date n the riginal gift recrd t reflect the starting n date due t the amendment) s a reprt that picks ne up effectively re-sets the windw t be the first f the term, and adjusts the reprted amunts t reflect any previusly reprted amunts. Include Full Amended Recurring Gift Amunt An Amendment cntains a new Starting n Date fr the Recurring Gift where this date shws via the Schedule buttn f the Amendment and indicates when the amendment shuld start The way the plugin handles this situatin is t calculate the remainder f the incme still t be recgnised frm the Recurring Gift dnatin prir t the amendment and subtract that amunt frm BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 12

13 the new five year frecast f the Recurring Gift. This means the amunt is nt reprted twice and the plugin will perfrm this calculatin autmatically. Fr example, befre the amendment was made there was a Recurring Gift fr 10 per mnth and, in the year it was created, the reprted 5-year incme was 600 ( 10 x 12 x 5). An Amendment is made after we have received 3 full years f payment, i.e The new Recurring Gift value is 20 per mnth, s the full amunt f the amended gift fr the 5 year term reprted is 1,200 ( 20 x 12 x 5). We therefre need t subtract the amunt still nt recgnised frm the previus reprt 3 years ag, which is 240 ( ); and s the reprt net frecasted amunt is 960 ( 1, ). The value t be subtracted ( 240) is entered int the PreviuslyReprtedNetAmunt field. See File Frmat fr mre infrmatin. Unchecked Perfrm the calculatin abve. Checked Reprt the full value f the adjusted amunt fr the full entered Term. Prcess Pledge Adjustments Pledge adjustments d nt change the gift date, s reprting n them will nt alter the recurring terms fr these gifts. If an adjustment is made in year 3 f a 5 year term, it will be picked up in the reprt fr that financial year, and the adjusted reprted amunt will still shw in the cntext f the current term years 1-5. Years 6-10 wuld reprt full amunts at the adjusted level. In the year the adjustment is picked up by the reprt, additinal r subtracted amunts will appear in the Full term clumn, with the riginal amunt prjected fr the term in the previusly reprted amunt clumn. Fr example where perating a 5 year term, a 10 per year pledge is adjusted t 12 per year in the 3 rd year (tw lts f 10 have been paid) the additinal 6 (3 years X 2) is reprted in the Full Term clumn, with the previus 5 year amunt ( 50) in the PreviuslyReprtedNetAmunt clumn. See File Frmat fr mre infrmatin. Unchecked Perfrm the calculatin abve. Checked Reprt the full value f the adjusted amunt fr the full entered Term. Separate Split Gifts Unchecked Gifts are entered n ne line in the reprt even if they are split, hwever the split infrmatin will still be reprted in the Fund, Campaign, Appeal and Package fields. Checked A separate line is entered in the reprt fr each Gift split and the assciate amunt per split reprted n the relevant rw. Include Cash Gifts Unchecked Only infrmatin n Pledges and Recurring Gifts will be reprted. Checked In additin t Recurring Gifts and Pledges, Cash gifts will be reprted n as well which includes gifts f type Cash, Pay-Cash and Recurring Gift Pay-Cash. N.B. Care shuld be taken when including certain cash gifts in the reprt as the Pay-Cash and Recurring Gift Pay-Cash will likely already have been included in the calculatin f the Pledges BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 13

14 and Recurring Gift values and hence the values culd be reprted twice. Fr this reasn we recmmend nly selecting the Cash ptin when reprting new funds secured. Include Write Off s If incme fr a Pledge has been reprted fr a five year perid in a previus reprt and is then cancelled part way thrugh that perid, the amunt nt yet recgnised is cnsidered as a Write ff and shuld be included in the reprt as a negative value. Fr example, if a pledge was t be paid ver a five year perid with an annual amunt f 1,000 the initial reprted frecasted value wuld be 5,000. The pledge is then cancelled after the secnd year payment was received. We have received 2,000 s a write ff f 3,000 wuld be included in the year f the cancellatin. Checked Include Write Off s Unchecked Dn t include Write Off s Imprtant infrmatin fr pledge write ff s Fr a Pledge, write ff infrmatin is based n the date f the write ff, rather than the date the instalment was due, fr example. It is therefre imprtant that the write ff is added at the crrect time and that the write ff date is crrect, and relevant fr the crrect Financial Year. This prcess shuld ensure that write ff s are nt verlked when reprting. Fr example, instalment due n 16/04/2016 which is in the date range but if nt actually written ff until 2018, after the reprt has been submitted, then it wuld be excluded frm the reprt. I f See Rss-CASE Recmmended Setup fr guidance in cmpleting the plugin ptins. it is the case that the pledge is nt written ff in the Financial Year f the date the instalment is due, then it is suggested the date entered fr the write ff is a date in the next financial year, t ensure it is included in that year s reprt. Fr this example, we will again cnsider an instalment due n 16/04/2016 which is nt written ff until 2018, where it wuld be included in the reprt if the date is befre 31/07/ The file frmat and prcessing File frmat The results f the prcessing will be utput in either a cmma separated (CSV) file r Excel file which will cntain a header recrd and each field will be enclsed in qutes. The fllwing table lists the fields that will be included in the CSV r Excel file. Field Header Ppulated with Cmment CnsID Cnstituent ID CnstituentName Organisatins Recrds: Cmpany Name Individual Recrds: Title1 First Name Surname BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 14

15 Field Header Ppulated with Cmment KeyIndicatr Organisatin Recrds: "O" Individual Recrds: "I" GFImpID Imprt ID f the Gift recrd Gift Type Gift Type: "Pledge", "Recurring Gift", Cash, Pay-Cash and Recurring Gift Pay-Cash Cash, Pay-Cash and Recurring Gift Pay-Cash will nly be included if the Include Cash Gifts ptin is selected and the type f cash gifts the user selects t be included GiftSubType Gift Sub Type GiftDate Gift Date Frmat: DD/MM/YYYY Campaign Gift Campaign This will either be the Campaign ID r Campaign Descriptin depending n yur user settings in Raiser's Edge. Appeal Gift Appeal This will either be the Appeal ID r Appeal Descriptin depending n yur user settings in Raiser's Edge. Package Gift Package This will either be the Package ID r Package Descriptin depending n yur user settings in Raiser's Edge. Fund Gift Fund This will either be the Fund ID r Fund Descriptin depending n yur user settings in Raiser's Edge. InstalmentFrequency Frequency f Recurring Gift r Pledge Fr example Mnthly, Quarterly, Annually Instalment\PledgeAmunt Instalment amunt f Recurring Gift r GiftEndDate full amunt f Pledge Either the last instalment date fr the Pledge, taken frm the Ending n Date f a Recurring Gift r calculated This will be calculated frm the gift end date r the gift status date if the Gift has a status ther than Active. The mst recent date will be used. GiftStatus Status f Pledge r Recurring Gift i.e. Active, Held, Terminated etc. This will nt be ppulated fr Cash gifts. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 15

16 Field Header Ppulated with Cmment GiftAidEligible Yes r N If the cnstituent has a valid Gift Aid Declaratin and Gift is eligible t claim, Gift Aid n this will be set t Yes therwise it will be set t N. Where this is Yes the Gift Aid value will be applied t the ttal gift grss value. WriteOff? Yes r N This field will default t N unless the gift being prcessed is cnsidered t be a write ff in which case the value Yes will be entered here. See the definitin f Include Write Off s fr mre infrmatin n this. FYNetValue FYGiftAidAmunt FYGrssGiftValue Incme received frm the Pledge, Recurring Gift r Cash gift ver the last financial year net f Gift Aid Ttal amunt f Gift Aid that can be claimed r already claimed n the gift fr the financial year Expected incme frm the Pledge r Recurring Gift including any Gift Aid if applicable fr the last financial year. PreviuslyReprtedNetAmunt The amunt t be negated frm the frecasted incme if a Recurring Gift has been amended and there is an utstanding amunt that is cnsidered t have been reprted n a previus reprt and has nt been recgnised. FullTermGiftNetValue FullTermGiftAidAmunt FullTermGrssGiftValue Gift value f Recurring Gifts r Pledges net f Gift Aid fr the calculated term r Write Off net amunt Ttal amunt f Gift Aid frm the Pledge r Recurring Gift that can be claimed n the gift ver the calculated term r Write Off Gift Aid amunt Grss expected incme frm the Pledge r Recurring Gift including any Gift Aid ver the calculated term r the Write Off amunt including any Gift Aid. Last Financial year perid is entered by the user. Last Financial year perid is entered by the user. Last Financial year perid is entered by the user. This will nt be calculated if the Include Full Adjusted Amunt is selected. See the definitin f Include Full Adjusted Amunt fr mre infrmatin n this. See sectin fr further details. See sectin fr further details. See sectin fr further details. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 16

17 3.2.2 Gift value fields calculatin This sectin details hw the Gift Value fields in the file are calculated. Pledges FY Net Value This is the actual amunt received within the interval (between the Financial Year Frm and Financial Year T n the plugin) entered by the user. The gift date is used t determine if the gift was received within the interval rather than the expected instalment date. FY Gift Aid Amunt If the cnstituent and gift are eligible fr Gift Aid this is the amunt f Gift Aid that can be claimed n the FY Net Value amunt. The amunt is calculated using the Tax Rate amunt setup in Raiser s Edge cnfiguratin (via Cnfig > Taxes). If the gift is nt Gift Aid eligible 0 will be entered in this field. FY Grss Gift Value Ttal f FY Net Value and FY Gift Aid Amunt fields. Full Term Gift Net Value This will be the amunt expected ver either the entered term (based n Financial Year Frm, Financial Year T and Term (Years) n the plugin), r the full term f the pledge (if Override if end date utside term selected), depending n the user settings. The fllwing exceptins will apply: If the gift has a status ther than Active the Gift status date will be used as the end date if it s befre the term entered by the user. If the Pledge has a status ther than Active and the Gift Status date falls within the selected date range and part f the previusly reprted value has nt been recgnised the value will be reprted as a Write Off. This will be a negative value s it will be subtracted t the verall secured funds ttal fr the given term. Full Term Gift Aid Amunt If the cnstituent and gift are eligible fr Gift Aid this is the amunt f Gift Aid that can be claimed n the Full Term Gift Net Value amunt. The amunt is calculated using the Tax Rate set-up in Raiser s Edge Standard cnfiguratin. If the gift is nt Gift Aid eligible 0 will be entered in this field. If the gift is being prcessed as a Write Off and the gift is Gift Aid eligible the Gift Aid amunt will be prcessed as a negative amunt. Full Term Grss Gift Value - Ttal f Full Term Gift Net Value and Full Term Gift Aid Amunt fields. Recurring Gifts FY Net Value This is the actual amunt received within the interval (between the Financial Year Frm and Financial Year T n the plugin) entered by the user. The gift date is used t determine if the gift was received within the interval rather than the expected instalment date. FY Gift Aid Amunt If the cnstituent and gift are eligible fr Gift Aid this is the amunt f Gift Aid that can be claimed n the FY Net Value amunt. The amunt is calculated using the Tax Rate amunt set-up in Raiser s Edge cnfiguratin (via Cnfig > Taxes). If the gift is nt Gift Aid eligible, 0 will be entered in this field. FY Grss Gift Value Ttal f Actual Net Value and Actual Gift Aid Amunt fields. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 17

18 Full Term Gift Net Value This will be the expected amunt that will be received ver the Term in years entered by the user starting frm the first pay date with the fllwing exceptins: If the Recurring Gift status is Active and the end date field is ppulated the expected value will be calculated frm the start date t the end date If the Recurring Gift has a status ther than Active and the Gift status date is ppulated the expected value will be calculated frm the start date t Gift Status date, unless the specified term entered by the user is befre the Gift status date in which case the specified term in years will be used. Full Term Gift Aid Amunt If the cnstituent and gift are eligible fr Gift Aid this is the amunt f Gift Aid that can be claimed n the Full Term Gift Net Value amunt. The amunt is calculated using the Tax Rate set-up in Raiser s Edge Standard cnfiguratin. If the gift is nt Gift Aid eligible, 0 will be entered in this field. Full Term Grss Gift Value Ttal f Expected Gift Net Value and Expected Gift Aid Amunt fields BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 18

19 4. Installing and cnfiguring the plugin This sectin describes the steps required t install and cnfigure Raiser's Edge fr use with the New Funds Secured (Rss-CASE) Plugin. N.B. If yu are a hsted Raisers Edge custmer, the installatin will be carried ut by Blackbaud nt yur hsted instance f Raisers Edge. 4.1 Install the New Funds Secured (Rss-CASE) Plugin Fllw these steps in rder: 1. Make sure Raiser s Edge (Versin 7.92) r later is installed and Exit and Sign Out f Raiser s Edge n the lcal PC. 2. Cpy the file New Funds Secured Reprt Calculatr Plugin.bb t a flder n the lcal PC e.g. C:\New Funds Secured Reprt Calculatr. 3. Rename the file frm "New Funds Secured Reprt Calculatr Plugin.bb" t "New Funds Secured Reprt Calculatr Plugin.zip". 4. Unzip the New Funds Secured Reprt Calculatr Plugin.zip file t the same flder s that this cntains the tw files setup.exe and Setup.msi. 5. Run "Setup.msi" 6. Click the Next buttn 7. The default file path shuld be "C:\Prgram Files\Blackbaud\The Raisers Edge 7\Plugins\New Funds Secured\" depending where Raiser s Edge is installed n yur machine. If the default path is nt displayed use the Brwse buttn t navigate t The Raiser s Edge Plugins flder which is lcated within the Raisers Edge 7 install flder and create a new flder within the Plugins flder called New Funds Secured. Yur selected path shuld be [The Raisers Edge 7 install flder]\plugins\new Funds Secured. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 19

20 8. Click the Everyne radi buttn which will allw ther users t use the plugin n the same machine. 9. Click Next. 10. On the fllwing screen press Next t cmplete the installatin. 11. Once the installatin is cmplete click the Clse buttn. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 20

21 12. Start-up Raiser s Edge and click n Plug-Ins. The link "New Funds Secured (Rss Reprt) Calculatr" shuld nw be present. Click n this link t display the initial Plug-Ins screen which is displayed belw. 4.2 Raiser s Edge cnfiguratin requirements N additinal cnfiguratin is required. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 21

22 5. Rss-CASE Survey recmmended setup This Sectin utlines the recmmended settings t be selected fr the New Funds Secured (Rss-CASE) Plugin as set ut by the Cuncil fr Advancement and Supprt f Educatin (CASE) in Eurpe. The recmmended Financial Year fr this reprt is frm the 1 st f August t 31 st f July. The Optins belw have been recmmended t be selected when running this reprt: 1) Include Full Adjusted Amunt 2) Include Cash Gifts The Optins belw have been recmmended nt t be selected when running this reprt: 1) Include Recurring Terms 2) Override if end date utside term 3) Separate Split Gifts 4) Pay-Cash 5) Recurring Gift Pay-Cash 6) Include Write Off s If the setup has been cmpleted as explained abve the finished setup will lk like the image belw: BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 22

23 6. Supplementary infrmatin This Sectin utlines additinal infrmatin and resurces which may benefit yur use f the plugin. 6.1 Cnfigurable prcessing further details Split Gifts See Hw t split a gift t enter a split gift in Raiser s Edge See Hw t utput split gift in query, if yu intend including split gift infrmatin in the reprt Adjustments Amendments Write ff s See Hw t Adjust a Pledge fr infrmatin n adding an adjustment See Hw t add an amendment fr mre infrmatin n amending a Recurring Gift. See Hw t write ff a Pledge r Hw t cancel a Recurring Gift, as required. 6.2 File frmat further details Campaigns, Funds and Appeals See Hw t switch between the IDs and descriptins t shw either the campaign, fund r appeal IDs r their descriptins in the exprted file GiftAidEligible See Mre infrmatin n Gift Aid fr details, frm adding the Gift Aid declaratin t ensuring the Gift Aid Status and eligibility is up t date n dnatins in Raiser s Edge. 6.3 Imprtant additinal infrmatin please read Extend Pledge Utility Pledges which have been marked as cntinuus and extended using this custmisatin are nt taken int accunt by New Funds Secured (Rss-CASE) Plugin. This is because it is a custmisatin, nt available t all users and yu shuld therefre check the reprt fr any cntinuus Pledges where yu may need t amend the ttals manually. A gift query can be created t identify these Pledges, where the criteria wuld include Gift Infrmatin > Cntinuus? Equals Yes. Additinal criteria can be included, as required. Rerun the Reprt Shuld yu run the reprt fr a date range and find the results are incrrect and changes t the data in Raiser s Edge are made, yu wuld Exit and Sign Out f Raiser s Edge and lg back in befre running the reprt, t ensure these changes are taken int accunt. Skipped Transactins Skipped Transactins are currently nt taken int accunt by the New Funds Secured (Rss-CASE) Plugin. Shuld yu feel that this shuld impact n the ttals in the reprt BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 23

24 then yu wuld amend the ttals manually. A gift query can be created t identify these Recurring Gifts, where the criteria wuld include Instalments > Recurring Gift Activity Type equals Skipped Transactin. Additinal criteria can be included, as required. Gift Aid Every effrt has been made t include the crrect Gift Aid values in the reprt, hwever sme slight discrepancies can arise between the ttals reprted in Raiser s Edge and the ttals reprted by the New Funds Secured (Rss-CASE) Plugin. This is due t the fact that the plugin is reprting n ptential amunts ver the term specified whereas Raiser s Edge calculates the Gift Aid based n individual payments when the mnies are received. Please cnsult CASE Eurpe s wn Rss-CASE Survey supprting dcumentatin fr additinal infrmatin regarding the Rss-CASE Survey requirements. BLACKBAUD EUROPE PROPRIETARY INFORMATION PAGE 24