Third Party Pas- Through Gifts

Wondering how others are booking gifts that come in through third party pass-through companies - like Donor's Choose, Benevity, YourCause, etc.  For our other donor advised funds we book to the foundation and then credit the donor.  But in these pass-through situations, the donor is simply sending money using a processor.  Do you still soft credit? Or book to the donor directly? 

Parents
  • Former Member
    Former Member $organization

    Due to the large quantities of these we receive (Benevity is headquartered in our city, so we do a lot with them) - we enter directly to the donor, but we added them as a Source/Channel so that we can very quickly and easily reference where they are from. For community foundations, etc, we do still book to the fdn and credit the donor. In Canada we have CanadaHelps, which is similar to Donor's Choice, and we book it and Benevity the same. We just have it very well documented in our process to show why those specific gifts are done with that particular method. 

Reply
  • Former Member
    Former Member $organization

    Due to the large quantities of these we receive (Benevity is headquartered in our city, so we do a lot with them) - we enter directly to the donor, but we added them as a Source/Channel so that we can very quickly and easily reference where they are from. For community foundations, etc, we do still book to the fdn and credit the donor. In Canada we have CanadaHelps, which is similar to Donor's Choice, and we book it and Benevity the same. We just have it very well documented in our process to show why those specific gifts are done with that particular method. 

Children
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