The following data fields display in the Tender Detail form when a transaction that has a Payment Type of 'L' for Life Insurance is selected.
Data Fields:
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Amt |
This is the amount of the gift. |
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Tender |
This is the code for the tender used for this gift. Required |
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NPV |
This is the net present value of a deferred gift. |
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Memo |
An identifying number for a memo that is connected to this transaction; perhaps the stock transfer number or art appraisal number. |
|
Vendor |
The name of the company that issued the life insurance policy. Required |
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Value |
The face value of the life insurance policy. Required |
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Date |
The effective date of the life insurance policy. Required |
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Cover |
An identifying number for a cover letter that is related to this transaction. |
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Reference |
This is a text field that references an external file source. |
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Deduction |
This is the percentage used to calculate the gift amount when the gift is a deferred gift. |
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Policy Number |
The actual number of the policy. |
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Policy Type |
The code that identifies the type of policy. Values in this drop-down list are validated against the tms_policy_type table. Examples include (term, whole, etc.). Required |
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Comment |
This text field may be used to make comments about the gift. |