Apply gift business rules by fund characteristics

For gift to certain Fund Audit Categories, we would like to create a business rule to notify the person entering gifts if an individual or an organization is ineligible to give to a particular fund. For example. We are a community foundation that (among other things) manages endowment funds for nonprofits.

Only the non-profit fundholders can contribute to those funds, but under the current business rules, we can only manageably notify if an organization is eligible to give such a gift, we cannot target the business rule using an intersection of constituent data and fund characteristics.

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  • Apr 30 2015
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