The Tender Type Lookup allows you to search for information on a gift transaction of any kind (outright gift, grant, pledge payment, etc.). The criteria you establish for this lookup are attributes of a gift transaction.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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CC Type |
The type of credit card used to make the gift you wish to look up. Values in this drop-down list are validated against the tms_credit_card table (GC). |
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Foreign Currency |
The type of foreign currency used to make the gift you wish to look up. Values in this drop-down list are validated against the tms_currency_type table (GD). |
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GIK Type |
The type of gift-in-kind you wish to look up. Values in this drop-down list are validated against the tms_gik_type table (J3). |
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GIK Desc |
The description of the gift-in-kind you wish to look up. |
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GIK Appraiser |
The name of the person who appraised the gift-in-kind that you wish to look up. |
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Form 8283 Status |
The status of form 8283 for the gift you wish to look up. Values in this drop-down list are validated against the tms_form8283_status table (E5). |
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GIK Inventory Nmb |
The inventory number for the gift-in-kind that you wish to look up. |
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Policy Type |
The code that identifies the type of policy for the gift you wish to look up. Values in this drop-down list are validated against the tms_policy_type table (TV). |
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Policy Number |
The actual number of the policy for the gift you wish to look up. |
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Insurance Vendor |
The insurance vendor responsible for the securities you wish to look up. |
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Delivery Process |
The method by which the securities were delivered to the institution you wish to look up. |
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Sec Valuation Type |
The code that identifies how the stock was valued. Values in this drop-down list are validated against the tms_valuation_type table (E1). |
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Securities Desc |
Text description of the gift of securities that you wish to look up. For example, Detection Systems Common Stock, Municipal Bonds City of Milwaukee. |
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Brokerage Code |
The code that identifies the brokerage firm responsible for liquidating or delivering the securities you wish to look up. Values in this drop-down list are validated against the tms_brokerage table (E4). |
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Sec Restriction |
The code that identifies any type of restriction placed on the securities you wish to look up. Values in this drop-down list are validated against the tms_security_restriction table (E3). |
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Sec Sold Date |
The date that the securities you wish to look up were actually sold. |
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Currency Amt |
The amount of the foreign money. |
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Currency Exch Fee |
The fee exchanged to convert the foreign currency. |
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CC Fee |
The fee amount for using the credit card to make the gift you wish to look up. |
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Foreign Exch Rate |
The foreign exchange rate used to make the gift you wish to look up. |
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Foreign Exch Date |
The date the foreign exchange gift you wish to look up was made. |
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GIK Appraised Amt |
The amount of the appraisal of the gift-in-kind that you wish to look up. |
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GIK Appraised Date |
The date that the appraiser appraised the gift-in-kind that you wish to look up. |
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Form8283 Date |
The date of form 8283 for the gift you wish to look up. |
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GIK Liquidated Amt |
The liquidated amount for the gift-in-kind you wish to look up. |
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GIK Liquidated Date |
The date for the liquidated gift-in-kind that you wish to look up. |
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Valuation Date |
The date that was used to assign the value of the securities you wish to look up. |
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Valuation Amt |
The calculated worth of the securities you wish to look up. |
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Revaluation Amt |
The adjusted amount of the securities you wish to look up. |
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Revaluation Date |
The date that the securities you wish to look up were re-valued. |
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Donor Value Amt |
The value that the donor has placed on the security you wish to look up. |
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Value Per Share |
The monetary value assigned by the receiving institution for each share of the securities you wish to look up. |
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Number Of Shares |
The number of shares of the security you wish to look up. |
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Commission Amt |
The amount paid to the brokerage firm to sell the securities you wish to look up. |
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Transfer Date |
The date that the control of the securities you wish to look up transferred from the donor to the institution. |
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Auth Trans Numb |
This is the authorization number for the credit card transaction you wish to look up. |
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Card Auth Code |
This is the authorization code for the credit card transaction you wish to look up. |
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Card Auth Source |
This is the source that authorized the credit card transaction you wish to look up. Values in this field are validated against the tms_credit_card_auth_source table (G9). |