Transmittals: Outright Gift for New Constituent or Organization | Scribe

    Transmittals: Outright Gift for New Constituent or Organization

    • User Experience |
    • 0 step |
    • 20 minutes

    Transmittal Training Links

    This guide explains how to submit a transmittal for an outright gift from a constituent or organization that does not have a record in ACE. Below are links to additional training materials: Transmittal Outright Gifts for New Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-new-records?share=copy) Transmittal Pledge Payments: [Video Link](https://vimeo.com/utaa/transmittal-pledge-payment?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Pledge_Payments__c56K0xoHTU-tCsIHdA4RrQ) Transmittal Outright Gifts for Existing Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-existing-record?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Outright_Gift_for_Existing_Constituent_or_Organization__b95uLHvfRkSh_XLbYLGgrg)

    Outright Gift for New Constituent

    From any screen in ACE, navigate to the Review Transactions (v2) object. If it is not in your Nav Bar, you can search for it using the App Launcher.
    From the object page, select "New" in the right corner of the screen.
    Tip: if Review Transactions is in your Nav Bar, you can also create a new record by selecting the Drop Down to the right and clicking "New Review Transaction (v2)" in the top row.
    You will be prompted to select a record type. Select **Transmittal Gift Constituent** if the primary donor is a person. Select **Transmittal Gift Organization** if the primary donor is a corporation or foundation. For this first example, we will be creating a constituent donor.
    Click "Next"
    **REMINDER**: please pay attention to any section labeled "For Constituent Mgmt Only". Please do not edit, delete, or add any data in these fields!
    Scroll down to the Donor Information sections. Since the donor does not yet have a constituent record, we can't select one in this field. Instead, we will use fields a bit farther down on the form to request a new record.
    If you have any information that needs to go to the Constituent Management team, enter it in the **Notes** field. You can always return to this field after you enter the new constituent information. If there is any information you think will be beneficial to Constituent Management is processing the transaction, please include it in the **Notes** field.
    In the Transaction Information section, the **Transaction Type** will default to Gift. This should only be used for an outright gift. Submitting a transmittal for a Pledge Payment is covered in a separate Scribe.
    Next, enter the **Total Transaction Amount** for the gift.
    Select the **Transaction Date** - this should be the date the payment was received.
    Next, select the **Tender Type**.
    If the **Tender Type** is "Check", enter a **Check Number**.
    If the gift should be associated with a specific appeal, remove "General Appeal Code" from the **Appeal** field.
    You can search for a different appeal code using keywords. **NOTE**: you must **CLICK** on the record to select it. Just typing in the name or the appeal code will not work. You must actually click the record from the list of the results.
    In the Designation Information section, click **Designation 1**.
    Search for the Designation Code. **NOTE**: to select the record you must **CLICK** on the record in the results. You cannot simply enter the code in the field. You must actually click the correct record to select it.
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