This video provides a comprehensive explanation of the Gift Criteria Extension Pack available through the CyberGrants platform from Bonterra. The extension creates protocols to evaluate whether donors (employees) should be allowed to submit specific employee giving proposal applications in the donor-facing site. It accomplishes this by implementing a list of criteria that donor accounts must fulfill, establishing total amount allowances for selected organizations, and offering configurable settings for each relevant proposal type application. The functionality can be applied to Employee Giving Payroll Pledge Requests and Employee Giving Requests, with support for various custom field types including date fields, yes/no fields, currency fields, text fields, and multiple selection options.
The implementation process follows CyberGrants' vetted methodology, which must be strictly adhered to for optimal system performance and future compatibility. The video emphasizes that this extension is a standardized add-on with pre-designed templates that can be purchased using solution credits, and includes a valuable maintenance package allowing for program additions later. Administrators should note that changes to the extension are limited to once per calendar year and must remain within the scope of the purchased functionality to maintain system integrity.
After watching this video, administrators should determine the specific gift criteria they wish to apply and carefully decide which record types these criteria should be applied to, ensuring comprehensive coverage of all relevant factors. Active participation in User Acceptance Testing (UAT) is critical, as no functionality will be implemented in the production environment without full client approval. Administrators should be prepared to discuss this extension with their Business Analyst, including management and governance aspects, and should be aware that any changes to approved functional requirements may result in modified timelines or additional costs. For more information regarding this extension, please contact your assigned Project Manager.
