Understanding the CyberGrants Gift Criteria Extension
The Gift Criteria extension is a standardized add-on that enhances your CyberGrants platform by creating a protocol to evaluate whether donors should be allowed to submit particular employee giving proposal types. This extension enables your system to systematically apply defined criteria to determine eligibility, enforce total amount limits for selected organizations, and configure these protocols for each relevant proposal type application.
- A well-implemented Gift Criteria extension provides a consistent evaluation framework that establishes uniform standards for donor eligibility across your organization.
- This leads to increased efficiency by streamlining application processes and significantly reducing the need for manual review of each submission.
- Enhanced compliance is another key benefit, as the system ensures all donor applications strictly follow your organization's established standards and policies.
- Error reduction is achieved through the systematic application of criteria, minimizing human error that often occurs in complex employee giving programs.
- Finally, systematic evaluation applies the same eligibility metrics universally across donor applications, creating a fair and transparent process that builds trust with your employees.
Check out the video below to learn more!
Key Features:
- Donor Eligibility Evaluation - Automatically determines if employees can submit specific giving applications based on predefined criteria.
- Custom Field Integration - The system works with a wide range of field types, including date, yes/no, number, currency, text fields, and various list formats.
- Proposal Type Configuration - Allows different criteria to be applied to different types of employee giving programs.
- Annual Modification - Changes to the system can be made once per calendar year within the scope of the extension.
- Maintenance Package - The service includes ongoing support to ensure optimal functionality and allows you to add further giving programs later.
Limitations:
- Annual Modification Limit - You are permitted to make only one change per calendar year.
- Scope Restrictions - Changes must fall within the scope of the purchased extension.
- Post-Production Changes - Changes made after production has already started may result in additional costs, particularly if they require alterations to the logic and criteria defined within the custom procedure.
To learn more about this Extension, please review the following articles. For assistance with acquiring this extension, please reach out to your assigned Implementation team's Project Manager.
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