Cash Credit

Cash credit is the sum of payments received (“through the door”) only. It counts payments and life-income agreements.

The field is the [Recognition Revenue Application Amount].

There is a “Regents” method that is used in a very limited set of reports. That methodology is similar to the cash methodology, but it discounts payments that received benefits so that the benefit amount is not reported (e.g., $100 gift with $20 benefit is reported as $80). The Regents method cannot be used for anything other than university-wide reporting (not used for SCCU reporting, not used for constituent reporting).

Production Credit

Production credit is the sum of commitments and outright payments. It is used to measure the output of Development activities. It counts all pledges and planned gifts at their full value and all payments not associated with pledges or planned gifts. For pledges and planned gifts, this method does not distinguish between payments made or balance due. This method does not account for write-offs and does not include preferred seat contributions nor LEAD scholarship gifts.

The field is [Recognition Amount].

Campaign Credit

Campaign credit is a production-based method, in that it looks at commitments and outright payments rather than only looking at cash. However, it includes “other-other-payments,” such as Alumni Association memberships, LEAD scholarships, preferred seat contributions, and the NorthStart Reach program. This methodology removes the written-off amount for pledges or planned gifts. It does not count payments made on pledges or planned gifts associated with previous campaigns. Life Insurance is counted at its face value (no premium payments are counted).

The calculation uses [Recognition Revenue Application Amount] minus the [Recognition Pledge Application WriteOff Amount].

Additional Campaign counting information can be found here: https://connect.dev.umich.edu/ca/web/dbpl/-/campaign-counting-policy?redirect=%2Fweb%2Fdbpl

Lifetime Recognition / MProfile Credit

Lifetime recognition credit is the sum of payments received and the outstanding balances on pledges and planned gifts. It can be interpreted as cash in-the-door and anticipated future cash in the door. As pledge payments are made, the payment component of this credit will increase while the anticipated future cash component will decrease.

The calculation uses the [Recognition Amount] for payments and life insurance planned gifts, and the [Recognition Pledge Application Balance Due] for planned gifts (excl. life insurance) and pledges.

Credit by Transaction Type

See Types of Revenue article for more details on transaction types.