Revised 08/21/2026

• Creating a Gift Fee Record
• Setting a Gift Fee on a Gift
• Using a Non-Calculated Gift Fee
• Assigning a Default Gift Fee on a Fund

  Creating a Gift Fee Record

In order to utilize a Gift Fee on a Gift, you first need to set up the Gift Fee record. 

1. Navigate to the Tools area
2. Select the Gift Fees table
3. Click on the +New button from the top toolbar

    

On the new record, fill in the required fields.

 

• Fee ID: short name for fee
• Fee Name: long name for Fee. This is a donor-facing value. The Fee Name is transferred to Business Central, which appears in GOfund and the Fund Statement.
• Fee Type: Administrative or Vendor. Remember, Vendor Fees will not appear in Undeposited Funds. Administrative Fees will appear in Undeposited Funds.
• Fee Calculation: Percent, Flat Rate, Flat Rate & Percent, or Non-calculated.(Non-calculated fees allow you to manually enter the fee amount on each individual gift.)

Depending on the Fee Type and Fee Calculation, certain fields will conditionally appear:

Fee Type

• If setting up a Vendor Fee, fill in the following fields:
  • Fee Calculation
  • Fund Paying the Fee - Operating Fund, Gift Fund, or Other. If Other is selected, an additional field will appear where you can choose the fund to pay the fee
  • Expense account -  Select a 5### Account; best practice is to use an expense account netting to accumulated earnings.
     
• If setting up an Administrative Fee, fill in the following fields:
  • Fee Calculation
  • Fund Paying the Fee
  • Expense Account
  • Fund Receiving the Fee - Required for Administrative Fees only
  • Income Account - Select a 4### Account that will be used to assess the income from the fee; this is required for Administrative Fees only

Fee Calculation

• If Flat Rate: Fill in the Flat Fee Amount field plus other fields as applicable.
• If Percent: Enter the fee percent (e.g., 2.25) plus other fields as applicable.
• If Flat Rate & Percent: Enter the fee percent (e.g., 2.25) and a flat fee amount, plus other fields as applicable. For example, if the fee should be 3% and always a flat rate of $5, etc.
• If Non-calculated: Fill in the above fields as applicable.

  Setting a Gift Fee on a Gift

If utilizing the Gift Quick Create Form to enter a Gift, a Vendor Fee can be added directly from this form. Choose Vendor Fee = Yes to select the related Vendor Fee:

 

This will apply the Vendor Fee to all related Gift Payments.

If a second Gift Fee needs to be applied to a specific Gift Payment, open the Gift Payment and set the second fee. akoyaGO will prevent users from adding the same gift fee twice. This may be necessary if you are utilizing our GOdonate portal, for example.

For calculated Gift Fees, the Fee Amount will populate upon save.

Confirm the Fee amount(s), then continue the Send to Accounting process as normal.

  Using a Non-Calculated Gift Fee

Non-calculated Gift Fees allow you to manually set a fee amount for a Gift Payment.

To create a non-calculated Gift Fee, follow the above instructions, choosing non-calculated as the Fee Calculation:

 

To add a non-calculated Fee amount to a Gift Payment, select the appropriate non-calculated Gift Fee from the Gift Payment. Set the amount in the Fee Amount field, then finish the Send to Accounting process as normal.

 

  Assigning a Default Gift Fee on a Fund

If all gifts to a specific fund should be assessed the same Gift Fee, a Default Gift Fee can be assigned to the fund.

This field is displayed in the Fund Fees section of a Fund record. This lookup field displays Administrative Fees only; Vendor Fees will not be shown as options:
 

After a Default Gift Fee is assigned to a fund, it will be automatically applied to any gift payment allocated to that fund. The fund's Default Gift Fee is assigned to the next available Gift Fee field, beginning with Gift Fee 2.

Below is an example of a Gift/Gift Payment manually entered via the Gift Quick Create form where a fund with a Default Gift Fee was chosen. The Default Gift Fee from the Fund has been automatically set as Gift Fee 2:

 

Because a gift payment can have up to four Gift Fees, assigning a Default Gift Fee does not prevent other fees, such as GOdonate fees, from being applied. If Gift Fee 2 is already in use, the Default Gift Fee will be assigned to Gift Fee 3. If Gift Fee 3 is also in use, it will be assigned to Gift Fee 4. If all four Gift Fee fields are already populated, you will be prompted to confirm whether you want to replace an existing fee with the fund's Default Gift Fee.

Default Gift Fees are not applied to pledges. The fee is applied when the gift payment is received.