Donor and Gift Rules Overview
Program administrators can define employee engagement parameters and conditions for accepting donations or gifts, as well as establish guidelines for accepting and managing donor relationships.
- Gift rules verify the eligibility of information entered into the application, display information or error messages, and drive the match component based on program requirements.
- Donor rules determine if a donor is eligible for a particular program and if a donor is not eligible, many functions of the proposal type will be hidden. Donor rules can be used to allow or disallow employee access to a program, such as based on employment status or match limits.
Review the following articles to learn about the key considerations and steps for creating or editing gift and donor rules.
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