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HOW TO Add Gifts received from YourCause into Tessitura

Objective

This article reviews the steps needed to input via YourCause into Tessitura

1) Stuff to Know

2) Index Card

3) Step-by-Step

4) Close Batch

Stuff to Know

Blackbaud gifts will be under "YourCause" in Tessitura
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Index Card

1) Locate the checks that need to be recorded in the Accounting and Finance Sharepoint

2) Log into YourCause and pull up the payment history to locate the check that matches what finance has deposited

3) Open Tessitura Prod and start a new batch

4) Click on the "Owner" field and search for YourCause. Double click on the Constituent profile

5) Check if the Constituent to identify if the contributor has an existing plan either MP or AF

6) Select the Source and Channel for the gift donation. Use the source sheet to guide you

7) Change the Date to match the deposit date of the check provided by Accounting

8) Identify the Fund in the "Details" section and the rest of the fields will autofill but update any of the fields if changes are needed

9) Click on the Match/Credit tab and add the Soft Creditee by adding the amount of the check and the Creditee Type

a) If a Soft Creditee is added: navigate to the "Premium/Ack" tab and remove any of the Hard Creditee acknowledgements

10) Click through all of the tabs to review your work, if everything looks correct click on "OK" and save your changes

11) Continue to add gifts that share the same batch date

12) Once all gifts have been added that match the date, close the batch

Step-by-Step

1) Navigate to the Accounting and Finance Sharepoint

2) Select the "Incoming Documents" folder

3) Then click on "Checks"

4) Find the file titled "The Blackbaud Giving Fund" with the corresponding date that you need to input

5) Open the file that should be a PDF with a letter of declaration and the check

6) Next, login into YourCause

a) You can find the login information in the "DonorInformationCoordinator - Online Login List sheet
b) Contact your manager if you need access to this sheet

7) Once logged in, you'll arrive on the home screen for YourCause where you should the last payment

8) Select "Click here to see all payments..."

9) Now you'll see a list of all payments, identify which transaction matches the check that you're processing

10) Start by clicking on the arrow pointing left on the transaction line

11) This will open up more of the check's information to help ensure you're inputting the correct Soft Creditee into Tessitura

a) The HC (Hard Creditee) is YourCause

12) Review the "Type" column on this page and note the type of gift you're inputting such as employer matches, regular individual gifts, etc.

13) If you haven't already, log into Tessitura Prod using the Development User Group

14) Start a new Contribution Uncontrolled batch

15) You'll be navigated to the "Contribution Editor" tool

16) Click on the gray box next to the "Owner" field

17) Then search for YourCause account in Tessitura

18) Double click on the Constituent Profile

19) You'll be navigated back to the "Contribution Editor" screen

20) A new window titled "Payments" will pop-up

21) Type in the check total into the "Amount" box

22) Change "Payment Method" to "Check" using the dropdown box

23) Refer to the check PDF copy and type in the check number into the "Payments" box in Tessitura

a) Note: Include leading zeroes in the check number if present

24) Click "OK"

25) Next click on the gray box next to the "Source" field in Tessitura

26) Refer to the source sheet to identify the correct Source for the gift you are processing

a) If applicable, use the Constituent Search tool in Tessitura to identify if a Contributor has an existing plan to determine if a donation is Cultivated or Unsolicited

b) If a Constituent Profile does not appear while searching, create a new Constituent Profile to apply the Soft Credit

i) Use the information in YourCause to make the profile

27) Change the date to reflect the deposit date set by Accounting

28) Use the dropdown next to "Channel" and select the method in which the donation was received

29) Double check the information to ensure Source, Date, and Mail are all correct

30) Then click "New"

31) Next move onto the "Detail" section below

32) Use the source sheet to determine the correct fund

33) After selecting the fund, the bottom fields will auto-fill

34) Alter the Designation field if needed

35) Then click on the "Match/Credit" tab to add any Soft Creditees

36) Type in the total check amount into the "Amount To Be Credited" box

37) Click on "Add Creditee"

38) Search for the Constituent Household

39) Double click on the profile to apply it

40) Click on the dropdown under "Creditee Type"

41) Select the best type to apply to the gift

42) Next click on the "Premium/Ack" tab and double check the Acknowledgements

43) If a Soft Creditee was applied, delete the two Acknowledgements directed to the Hard Creditee

44) If applicable, click on the "Notes/In Kind" tab

45) Add any notes indicated by the donor either in the letter or the check memo

46) Select the "Custom Data" tab to add if the gift is anonymous, a gift match, or dedicated to someone

47) Click through all of the tabs one more time and carefully review your work

48) Then click "OK"

49) A new window will pop up asking if you're sure

50) Click "Yes"

51) Select "Done"

52) Then click "OK" to confirm

53) Continue adding gifts and contributions sharing the same date of the batch

54) Once finished, close your batch

Close Batch

1) Once all donations under the same date have been recorded; close the window overlay or navigate back to your batch screen and click "Close Batch"

2) Tessitura will return to the batch screen titled "Search By." Below checks the box next to "Closed Batches"

3) Click on the batch you need to close then click on the arrows pointing to the right to transfer the batch to the other box

4) Once the batch has moved over click on “Post to Ledger” at the bottom

5) A new window will pop up titled “Posting Details”

6) Important: Change the posting date to match the Deposit Date

7) If all the information looks accurate click on “Complete Posting”

You have reached the end of this article

development gift process gifts and contributions tessitura yourcause

Creation date: 5/22/2023 4:18 PM Updated: 7/18/2023 11:30 AM

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Process docs for how input gifts and donations into Tessitura