Hi all,We've been receiving gifts recently through a number of online fundraising platforms like Network for Good, Razoo, Your Cause, Just Give, etc. I wanted to make sure we're crediting these correctly in Tessitura. How do others process these types of contributions? It seems to be that the individual donor should be hard credited, and then the giving platform should get a soft credit. But I wanted to be sure!Thanks for the feedback.Sara
Hi Sara,
Our best practice policy is to enter the gift on the account from which we received the check, and to soft credit the donor. This mainly helps us out with processing acknowledgements because if, for example, someone makes their gift through United Way or another donor advised fund, they'll usually receive their tax letter from that organization/company. We have a specific type of acknowledgement for these soft creditees that's a "thank you only" format, with no tax information, for gifts made through another fundraising platform. That's just our policy, but whatever's the most efficient for you, your finance office, and you donors could of course be different. Just offering some feedback!
Thanks,
Tele
Most of these function as Donor Advised Fund – if you read the info on the sheets they mention they are DAFs so we treat them as such.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sara Fellman Sent: Wednesday, April 16, 2014 1:18 PM To: McKinley, Leslie Subject: [Tessitura Development Forum] Online Fundraising Platforms
Hi all, We've been receiving gifts recently through a number of online fundraising platforms like Network for Good, Razoo, Your Cause, Just Give, etc. I wanted to make sure we're crediting these correctly in Tessitura. How do others process these types of contributions? It seems to be that the individual donor should be hard credited, and then the giving platform should get a soft credit. But I wanted to be sure! Thanks for the feedback. Sara
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One correction Your Cause is actually a matching gift platform similar to EasyMatch or CyberGrant -- so that would be soft credited like any other match in the matching gift companies record.
Just Give is a DAF for Amex
The other thing that is coming over the transom is AmazonSmile-- certain purchases made via Amazon will accrue money for various non-profits – the amount is VERY small and it is not credited to any individual – it is from AmazonSmile Fdn