What is the Gift Criteria Extension?

The Gift Criteria extension enhances your CyberGrants platform by creating a structured protocol for evaluating gift eligibility within your employee giving programs. This extension enables your system to systematically determine whether employees can submit specific giving proposal types based on predefined criteria, ensuring consistent application of your organization's policies and standards. 

Core Functionality 

The Gift Criteria extension creates a protocol to evaluate gift eligibility within your CyberGrants system. It enables the system to automatically allow or prevent donation submissions by applying your defined criteria to various records, including: 

• Employee Giving Payroll Pledge Requests
• Employee Giving Requests 

This functionality ensures that every donation application follows a consistent framework reflecting your program priorities and compliance requirements. The protocol consists of: 

1. A list of criteria that must be fulfilled to submit the application
2. The total donation amount allowed for a selected organization
3. Configuration options for each relevant Proposal Type application 

By implementing automated criteria, the system streamlines the employee giving experience, reduces administrative oversight needs, and enhances overall program integrity. 

Compatible Field Types 

The Gift Criteria extension works with a comprehensive range of custom field types, allowing for flexible implementation tailored to your employee giving programs: 

Implementation Methodology 

CyberGrants has developed a vetted methodology for implementing the Gift Criteria extension. Adherence to this methodology is essential for: 

• Ensuring your employee giving programs operate as expected
• Maintaining compatibility with future CyberGrants features
• Preventing potential data inconsistencies
• Avoiding additional costs outside the initial project scope 

Maintenance and Modifications 

The Gift Criteria extension includes a valuable maintenance package that: 

• Provides ongoing support for your employee giving criteria
• Allows you to expand your giving programs over time
• Ensures compatibility with platform updates 

To maintain system integrity while providing flexibility, CyberGrants limits changes to: 

• One modification per calendar year
• Changes that fall within the scope of the purchased extension 

Any modifications to the criteria after implementation into production may result in additional costs, particularly if they require significant alterations to the underlying logic or employee eligibility rules.