How are recurring donations treated in DonorPerfect?

The raisin-DPO Integration uses the Pledges tab to create recurring donors.

If the gift being exported is a recurring one, then a Pledge record is created in DPO and the donation is attached to this Pledge record. For every subsequent donation, the integration will attach the latest gift to their Pledges.

Prerequistes

The following are prerequisites that need to be performed in your DonorPerfect account to ensure raisin gifts from our Donations module can be automatically exported to DPO your account:

• Create a raisin section to the Pledge screen and associated field.
• Add Code 99 to your Thank-you Letters.

New Pledge Screen

To create a raisin section in your Pledges screen, complete the following:

1. Go to Screen Designer
2. Click Sections and for the Screen, select Pledge
3. Click Add New Section
4. Create and save the section entering the following information:
   
   • Section: Pledge
   • Section Prompt: Raisin Information
   • Position: 4
   • No. of Columns: 4
   • Default Display: Expanded
     
     
5. Return back to the Fields tab and filter the Screen to Pledge, and the Section to “Raisin Information”. Click Add New Field.
6. Add a new field called RAISIN_PLEDGE_KEY with the following information under Field Properties:
   • Field Name: RAISIN_PLEDGE_KEY
   • Prompt: raisin Pledge Key
   • Display Type: Text Box
   • Data Type: Character
   • Character Limit: 1024
     
     In Display Properties, enter:
   • Section: Raisin Information
   • Apply Text Fomatting: None
   • Check Display, Read Only, Batch 2.0 Templates, Trim Whitespace

If you go to the Pledge section, you will now see the raisin sub-section under a Pledge.

New Thank You Letter Code

To add Code 99 to your Thank you Letters:

1. Go to Code Maintenance
2. Do a Code Lookup for 99 (if would be under Thank-You Letter). If 99 is NOT there, then filter to  Show only codes for Thank you Letter and click Then Click Add to open the Add Code Screen
3. Create Code 99

Imported Pledge and Gifts

When the recurring gift is made, a Pledge first imports into DPO and will appear in the Contact's Pledge table.

The imported pledge follows the same logic as Gifts, meaning all assigned GL Codes, Campaign Codes, Solicitation Codes and Sub-Solicitation Codes will inherit what has been assigned to the donation type in raisin, and with Thank You Letter picking up “raisin Thank You” and Receipt Delivery to “Email”.

Unique to recurring gifts, though, Frequency populates with the type of recurring gift the donor made (Monthly or Annual), Start Date with the first date the donor’s repeated donations begin.

Each successful donation will create and attach a Gift to their Pledges. For a month donor, then, you'll see a gift for each month.

You can manage the donor's schedule or recurring gifts directly in raisin to update their credit card, amounts, GL Code and their Next Transaction Date. There is no need to change the Pledge. If changes are made to the GL Code (i.e. "Fund"), a new Pledge will be created.