IncludeFutureRecurringGiftsInToDateAmounts

Initial Build	2014.1
Module	Fundraising
Current Setting Type	Check Box

Modules > Admin > System Options > Find System Option

Use this system option to take future recurring gifts into account towards recognition level brackets by annualizing the gift. The default for this option is true (selected check box). For more information on how the setting of this system option affects donor Recognition Levels, see theFundraising Recognition Levels topic.

Example: For example, a $50 monthly gift will count as a $600 one-time gift (12 * $50 = $600) for recognition-level purposes. However, if the donor cancels before giving the full amount, the recognition level will be recalculated when the Recognition Task runs.

This option does not influence how recurring gifts affect the sums displayed on the constituent's profile (YTD, LTD, Last-Year Amount etc.). Those totals are computed based on the GiftsToIncludeInToDateAmounts setting.

Current Setting

The current setting for IncludeFutureRecurringGiftsInToDateAmounts is used as follows:

Values: This system option can be set to true (selected check box) or false (cleared check box).

• true—Take current and future recurring gifts into account towards recognition level brackets.
• false—Do not take future recurring gifts into account towards recognition level brackets. Include only recurring gift dollars that have been received.

Default Value: true

Fields 

This system option includes the following fields:

Description: This field gives the description of the system option, including its use and default value.

Important! Do not modify the following fields after the system option is first created. Changing these fields after they have been used can invalidate existing data.

Category: This field sets the category (usually the module) where the system option is used.

Type: The Type field determines the display type of the Current setting field (check box, drop-down list, or text box).

Values: The values field indicates the allowed values for the Current setting field.

Availability

Each system option includes the following availability settings:

Entity Level Option?: Select this check box to make this system option available on an entity level.

Visible To External Systems?: Select this check box to make this system option available in xWeb.