Hi all,
Wondering if any of you have encountered this issue and/or have ideas about how to address it:
We're using Donate2 for our Annual Fund gifts and have a link on our website. Recently, someone gave a Foundation gift on this page. The contact information associated with the gift was for the Foundation, but the email entered was a personal email, attached as a login to the soft credit (household) record. As a result, we have a Foundation gift living on a household record, and no indication of a hard/soft credit.
I contacted the Network who suggested using a non-authorizing payment method to 0 out the credit card transaction on the household record, and then manually re-enter it with appropriate hard/soft credits, also using the non-authorizing payment method. We've done this only once before for a large gift that was charged on the wrong record.
We're a little wary of the non-auth route, especially as we expand out use of Donate2 and will likely encounter this exact issue more frequently.
Any thoughts here about additional solutions, or ways to prevent this from happening?
Thanks,
Kristin
That happened to us with the very first gift on our brand new Donate2 form. I think what they mean by non-authorizing is that the refund and recharge aren't processed in the system. D2 processes a contribution in Stripe and then just records it in Tessitura. So in Tessitura our stripe payment method acts like cash (we don't use cash drawers so it's equally non-authorizing is all I mean). We just use our designated stripe payment method for these adjustments that we call "write off and resubmit" for consistency and describe what happened in the contribution notes. You could just as well use cash or some other non-authorizing payment method for the refund on one account and the contribution amount on the other Tessitura account.
We've done this numerous times since. It leaves an appropriate paper trail. I don't know any way to stop people from making their gifts using their chosen email address that's associated with their chosen credit card on the website forms. Even if you added a designated eaddress to be used for contributions to the foundation account as a login, you'd still have the soft credit problem.