Batching a Gift Collected by a Third Party

Victoria Gare

Hey All!  We have recently switched telefundraising companies for our monthly donor program and this company takes the first transaction while talking to the donor on the phone.   We are encountering difficulties with how batch these first gifts in a way that doesn't cause a nightmare for our accounting team. 


We were wondering when processing an EFT batch could you potentially create a fake authorization number and use the same one for multiple gifts to act as a sort of code for our accounting team?  Or would RE reject this when committing?


If anyone has encountered this situation and has any advice that would be great thanks.

Anna Zimmerman

Using the words fake and accounting in the same sentence makes me cringe. Also, RE likely won't let you create fake authorization codes - those are unique and generated when an EFT is run. And an EFT has to be run in order to collect on the gift, I believe, so you really can't put a fake auth code in and not run the EFT. 


How is this sort of batch causing such a nightmare? 

JoAnn Strommen

If your telemarketers are processing the first gift, why do you need to enter the gifts as an EFT batch? 


You can use a gift code. gift sub-type, or gift attribute to identify the gifts. Unless something's changed, RE can record a gift as credit card/EFT without an authorization code. 


Fake authorization also a red flag to me.