Unitize New Gifts
The Unitize New Gifts function is available only if you have purchased a license for the Pooled Fund Administration module.
The Unitize New Gifts function computes and stores units for any gift to the specified pooled income fund that has a gift date within the date range indicated.
The units are computed using the unitization method specified for the chosen pooled income fund in the fund's setup window. This method is displayed at the top of the Unitize New Gifts window.
1. Click PIF > Unitize New Gifts in the Menu Bar.
2. Choose the organization and pooled income fund for which you want to unitize new gifts. Click OK.
3. Review the fund settings displayed at the top of the window. If any are incorrect, you can change them in the setup window for the fund. See Setup > Pooled Income Fund.
4. Enter selection and calculation criteria to unitize new gifts as you desire. There is help available on each field. When done, click OK.
4. Click OK to view a report of the units that will be assigned to each gift.
5. Do the following, as needed:
7. Click 
when done viewing the report.
8. Choose whether or not you wish to save the units computed for each gift in the Units field of each respective gift record. Then, click OK.
9. Click Close to the two Unitize New Gifts windows to close the function.
Notes:
· If you see an error log, fix the errors it identifies, then run Unitize New Gifts again.
To print the error log, click the Print button, then click the OK button in the standard Windows Print dialog box. Alternatively, you may save the log in a file that you can print or review later. When done, click the Cancel button.