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Save donor checkbox

sumac allows you to customize your donation preferences specifically for your organization the sumac administrator in your organization only needs to set up donation preferences once and then your entire organization is ready to go login as a sumac administrator click utilities customize database and preferences then choose the donations tab if your organization does not use donations at all then you can completely turn off the donation management features of sumac by clicking this checkbox this checkbox enables donation batches batches group donations together and automatically calculate a total of the donations in the batch this is particularly helpful for managing periodic bank deposits batch reports can be included with a bank deposit to produce a paper record of checks received and deposited donation types are the only mandatory classification field in donation records so you should normally always enter them however in some unusual circumstances where your usage of sumac means that other fields provide all required classification information you can make donation types optional if necessary you can specify that the donor recognition field should always be set if you put a checkmark here sumac will automatically fill in the donor recognition filled with the donors name however this is usually not necessary sumac can auto fill the payment type from the last saved donation record if your organization almost always receives donations from the same type of payment for example almost all the donations you receive come from checks putting a check mark here can help you save time while entering donations sumac can auto fill the received date from the last saved donation record if your organization enters a high volume of donations each day putting a check mark here can help you save time while entering donations as sumac can fill in the received date for you based on the last donation you entered if your organization does not generate tax receipts for donations under a certain amount enter the amount here for example perhaps you only create receipts for donations over five dollars so enter five dollars this preference causes sumac to warn users when they are entering a donation from a household member if your organization has a policy that donations should normally be recorded against the household instead of against individual household members this preference helps to enforce that policy you can also tell sumac to create a payment record for each donation which makes reporting total transactions easier when this checkbox is turned on whenever you enter a donation you are automatically prompted to complete a payment record alternatively you can specify that soo-mack should only do this for donations made via credit cards if you are using sumac for payment processing a payment record can be used to automatically clear a credit card transaction and remembers additional details like credit card number and authorization code you can also decide to make zero donations acceptable in your sumac installation this allows you to track in-kind donations that have no transferable monetary value this check box lets you decide that account codes are required and mandatory in donation records account codes are usually optional in donation records however you may want to make the mandatory to ensure that all donations show up in sumacs accounting reports this check box makes funds mandatory in donation records you can tell sumac that if a donation has been marked as reconciled it should lock financially significant information to prevent it from being changed when entering a donation Summa can automatically enter a recognition contact based on the in honor contact for example often all donations in honor of a particular contact are supposed to have a recognition letter sent to a particular family member of the inaud or contact in this situation create a receives recognition relationship and relate the in honor contact to the recognition contact with this relationship use this preference to tell sumac the relationship to be used for this purpose then whenever a donation is in honor of someone sumac can set the recognition contact based on the relationship this drop down menu works similarly to the recognition for in honor contacts but it tells sumac how to automatically find a soft credit contact based on the donor if a particular contact perhaps a board member is supposed to receive a soft credit for donations from a particular donor then relate the board member and the donor with a receive soft credit for relationship if your organization accepts matching gifts this drop down menu works similarly to the recognition for in honor and soft credit contacts but it tells sumac how to automatically find a matching donor contact based on the donor when you use sumac to accept donations or pledges online it automatically sends an email to donors to confirm that their donations went through successfully however you can customize the email that is sent you can specify the sender name and email address for the confirmation emails and also tell sumac which template to use to respond to an online donation or pledge you can even specify an email address that should be bcc'd on donation or pledge email confirmation sent you can also choose the donation type that soo-mack should use when recording donations that have been made through your website if your organization uses contact segments and receipts should be numbered based on the contact segments of the donor put a checkmark here otherwise leave this blank check out more training videos to learn more about sumac