Gift Aid in Version 11

Rathi,

In short, v11 works just as it does in v10.0.  Let me explain in more detail below.

In version 11.0, if A2 makes an applicable contribution and A1 has the only valid declaration of eligibility, the contribution would be marked as eligible.  The update process considers all primary individual affiliations on the household for eligibility.  This is in fact how it currently functions in v10, as the household and individuals are represented by a single constituent.  The way to prevent this contribution’s payments from being marked as eligible would be to either change the A1’s declaration status (probably not advisable), or to mark the contribution or the individual payments as Out of Scope.

To answer your second question, the UpdateGiftAidDeclaration API call does use n1/n2 as the mapping to A1/A2 in v11.  When logged in as the household or logged in as the individual, it is possible to maintain or create declarations on the individual.  Depending on your site’s use of the API, your site may be backwards compatible with little or no change.

As Chuck and Andrew mentioned on the webinar, one of the roadmap items for version 12 is to push the household/relationship model into Transactions.  We will keep  Gift Aid in mind as we work through this process, and look for areas we can make enhancements to the process.

I hope this answers your questions.

Best,

+Ryan Creps

+Tessitura Network

From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Rathi Kumar
Sent: Wednesday, October 26, 2011 7:35 PM
To: Ryan Creps
Subject: [Tessitura Next Generation Forum] Gift Aid in Version 11

Hi,

To follow on from Paul's question in the webinar earlier today, my primary concern with contributions living on the household account and the declarations on the individual is that in order to gift aid contributions we need to prove whose account the money came from and the name on the account must match the name on the declaration.  So, in a situation where a contribution that came from name 2's bank account is on the household account and we only have a declaration from name 1, we would not be able to gift aid that contribution.  If there is scope to add an A1/A2 flag to each contribution, this may solve this problem.

Also, we take gift aid declarations online and it is my understanding that we can prescribe where transactions created on the web live (transact_as_household_web in t_defaults).  If we were to set this to 'yes' so that the order saves on the household level, would we still be able to save the declarations to the individual constituent ID?

Thanks,
Rathi 

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Rathi,

In short, v11 works just as it does in v10.0.  Let me explain in more detail below.

In version 11.0, if A2 makes an applicable contribution and A1 has the only valid declaration of eligibility, the contribution would be marked as eligible.  The update process considers all primary individual affiliations on the household for eligibility.  This is in fact how it currently functions in v10, as the household and individuals are represented by a single constituent.  The way to prevent this contribution’s payments from being marked as eligible would be to either change the A1’s declaration status (probably not advisable), or to mark the contribution or the individual payments as Out of Scope.

To answer your second question, the UpdateGiftAidDeclaration API call does use n1/n2 as the mapping to A1/A2 in v11.  When logged in as the household or logged in as the individual, it is possible to maintain or create declarations on the individual.  Depending on your site’s use of the API, your site may be backwards compatible with little or no change.

As Chuck and Andrew mentioned on the webinar, one of the roadmap items for version 12 is to push the household/relationship model into Transactions.  We will keep  Gift Aid in mind as we work through this process, and look for areas we can make enhancements to the process.

I hope this answers your questions.

Best,

+Ryan Creps

+Tessitura Network

From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Rathi Kumar
Sent: Wednesday, October 26, 2011 7:35 PM
To: Ryan Creps
Subject: [Tessitura Next Generation Forum] Gift Aid in Version 11

Hi,

To follow on from Paul's question in the webinar earlier today, my primary concern with contributions living on the household account and the declarations on the individual is that in order to gift aid contributions we need to prove whose account the money came from and the name on the account must match the name on the declaration.  So, in a situation where a contribution that came from name 2's bank account is on the household account and we only have a declaration from name 1, we would not be able to gift aid that contribution.  If there is scope to add an A1/A2 flag to each contribution, this may solve this problem.

Also, we take gift aid declarations online and it is my understanding that we can prescribe where transactions created on the web live (transact_as_household_web in t_defaults).  If we were to set this to 'yes' so that the order saves on the household level, would we still be able to save the declarations to the individual constituent ID?

Thanks,
Rathi 

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!