Customizing Prompts for Standard Giving Fields

Updated 20 May 2025
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📖 Related articles

Full list of standard person-scoped fields and prompts: Standard Fields
Full list of standard giving-scoped fields and prompts: Standard Giving Fields
Configuring suggested soft credits: Soft Credits
Adding values to an existing prompt list: Adding Prompts to the Prompt Key (in the Prompts Knowledge Base article)

Customizable Prompt Lists

Prompt	Prompt Key	Preexisting Values
Gift Occasion	gift_occasion	In Honor of In Memory of
Gift Opportunity Status	gift_project_status	In Progress Funded Declined
Gift Opportunity Type	sys:gift_project_type	Annual Fund Capital Corporate Scholarship Event Sponsorship Grant Major Gift Planned Giving
Gift Opportunity Funding Type	sys:gift_project_funding_type	Capital Capital - Endowment Restricted Capital - Endowment Unrestricted Capital - Loan Funds Capital - Property, Buildings, and Equipment Current Operations Current Operations - Academic Divisions Current Operations - Athletics Current Operations - Faculty and Staff Compensation Current Operations - Library Current Operations - Operation & Maintenance of Physical Plant Current Operations - Other Restricted Current Operations - Public Service & Extension Current Operations - Research Current Operations - Student Financial Aid Current Operations - Unrestricted

Standard Giving Field Prompts with Special Configurations

Gift Status

🔑 Prompt key: gift_status

📦 Preexisting values (for databases provisioned on or after May 2025):

Planned

Planned Gift
Fulfilled Planned Gift
Planned Gift Write Off

Pledged

Pledged
Fulfilled Pledge
Pledge Write Off

Received

Received

Important
The status Category dictates where the status option appears:
Planned is for Planned Giving
Pledged is for Pledges
Received is for Gifts

Write Off Date and Write Off Amount

These special standard fields are displayed conditionally when the following PKV is entered in the XML Configuration tab on the Planned Gift Write Off and Pledge Write Off values for the gift_status prompt:

<p>
<k>write_off</k>
<v>1</v>
</p>

Note
For databases provisioned after May 2025, this PKV is included for Pledge Write Off and Planned Gift Write Off values. For databases provisioned before May 2025, refer to the Slate Bytes video for a tutorial on setting this PKV in your database.

Gift Type

🔑 Prompt key: gift_type

📦 Preexisting values:

Cash
Check
Credit Card
Online
Planned Gift
Pledge

All prompt values for gift_type appear under gifts, pledges, and planned giving by default. However, these prompt values can be restricted to only appear in certain areas using a PKV setting in the XML Configuration tab on values for the gift_type prompt.

The following list describes the three distinct areas for gift-type prompt limits. If the gift type should not be limited to a particular area, it is not necessary to add the PKVs shown.

PKV	Behavior
`<p> <k>status_category</k> <v>Pledged</v> </p>`	Using this PKV will display the Gift Type prompt value under Pledges.
`<p> <k>status_category</k> <v>Received</v> </p>`	UsUsing this PKV will display the Gift Type prompt value under Gifts.
`<p> <k>status_category</k> <v>Planned</v> </p>`	Using this PKV will display the Gift Type prompt value under Planned Giving.

What if the gift type should appear in more than one area but not appear in all areas?
This is accomplished by including multiple PKVs, as shown here:
<p>
<k>status_category</k>
<v>Pledged</v>
</p>
<p>
<k>status_category</k>
<v>Received</v>
</p>
In this example, this particular prompt appears for ONLY "Pledged" and "Received" gifts.

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