Donation Validity Dates

The donation validity date functionality allows clients to determine what the valid donation date range is for a monetary giving program for offline donations. Clients can choose to set valid dates and/or set a rolling time period (like 180 days) (otherwise these dates default to the program Start and End dates). For example, if today’s date is 7/15/2017 and the "Accept Donations from Days Ago" is set to 180 then donations with a donation date from 1/1/2017 until today would be accepted. Another example, if “Donations Valid Start Date” is set to 1/1/2016 then this program will allow donations with a Donation date back to 1/1/2016. They can be used in conjunction with each other as well.

 

Use Case Configuration
The client's valid donation dates follow their program dates. In this example I can record 2017 donations and have the 2017 year to do so.

Program Start Date - 1/1/2017
Program End Date - 12/31/2017
Donation Valid Start Date - NULL
Donation Valid End Date - NULL
Accept Donations from days ago - NULL

The client allows for their employees to record a donation for a given year for up to one calendar year in the past.

In this example I can only record 2016 donations but I have the entirety 2016 & 2017 year to do so. 

Program Start Date - 1/1/2016
Program End Date - 12/31/2017
Donation Valid Start Date - 1/1/2016
Donation Valid End Date - 12/31/2016
Accept Donations from days ago - NULL 

 

The client allows for their employees to record a donation for a specific calendar year but only for 90 days in the past.

In this example I can only record donations made within 90 days of today's date.

Insofar as the valid donation start date is less than the "accept donations from days ago" number of days in the past, valid donation dates have a hard limit at the valid start date. After the number of days between the present and the valid start date is greater than the "accept donations from days ago", the limit is at 90 days.

Program Start Date - 11/1/2016
Program End Date - 11/1/2017
Donation Valid Start Date - 11/1/2016
Donation Valid End Date - NULL
Accept Donations from days ago - 90 

 

When this functionality has been configured by the client, employees will see this donation validity on the Record a Donation page. The calendar picker on the donation date in limited to the date ranges set forth by the client administrator.

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