If the gift has a type of Planned Gift the Is Planned Gift Active attribute (a yes/no attribute) should always be present and populated
[instructions id=28 notitle=true]
If the gift has a fund of General the donor designation attribute should always be present and populated
[instructions id=26 notitle=true]
Do not allow a gift to be saved if the fund is General and the type is not cash
[instructions id=25 notitle=true]
First Name should not contain ‘ and ‘ or ‘&’ so avoiding examples like ‘Bill and Jane’
[instructions id=24 notitle=true]
Check to ensure that the primary addressee is not blank
[instructions id=22 notitle=true]
If gift is over £1000 constituent should be a major donor and have a “do not solicit” solicit code
[instructions id=4 notitle=true]
If cash gift is over £1000 ensure “Major Donor” Letter code is set overview
[instructions id=5 notitle=true]
Ensure that a constituent has a valid email address
[instructions id=17 notitle=true]