nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Giving credit when Benevity Foundation sends the check from multiple companies and donors

Lisa Gill

I am new to eTapestry and we recently received one check for several donations and I am not sure how to record and give everyone the proper credit. Here is the example: (names and amounts are for illustration)

Received check from Benevity Foundation for $3030 - here is the breakdown

$2000 from Amazon because Amazon employee Susan also our Board Member and donor secured a $2K grant for our organization
$1000 from Google matching donation (John is the employee getting the matching grant and one of our Board Members and donors)
Monthly $30 donation- through one of our donor's (Bill) paychecks with ABC Company

Benevity would be the donor listed but how to I soft credit or recognize Amazon, Google, ABC, Susan, John and Bill. Our Board Members are responsible for $X amount of "donations" so we do want to be able to attribute what they are responsible for. How do I handle these journal entries?

Thanks

Lisa

Find more posts tagged with

Data Entry

Comments

Betsy Rubenstein

Benevity isn't the donor but the payment service that the donations are made through. I would create an account for each Amazon, Google, and Bill, add each gift separately and make a note on each transaction that the payment was received via Benevity. Each transaction added together will total the amount of the Benevity payment. Then you can soft credit John for the Google matching gift, and Susan for the Amazon gift, etc.

Lisa Gill

Thanks for your response. So for Bill who works for ABC company and makes a monthly donation through ABC, does the hard credit go directly to Bill and there is no soft credit or any credit being given to the ABC Company? Or ABC gets the donation and Bill gets a soft Credit? Thanks again

Betsy Rubenstein

We handle it as Bill made a donation so that gift is entered on his personal account journal, and in the transaction note, I add that it was via Benevity/Company name and if there was a different date associated with it, like it was deducted from a particular payroll cycle, add that as well. I suppose you could soft credit the company if you wanted to track it that way. In many of our donor cases, they are existing donors before they begin to use their company's payroll deduction service, so tracking the company isn't as crucial to us, it's just the mechanism that we get the money through.

Angela Holt

Thank you for starting this thread.

I also have a question about this. When entering these gifts how do you enter the dates into eTapestry? Obviously there is a difference between the donation date and the actual payment date and potentially the receipt date if a payment is made via check. I am looking for best practices and and am switching to a hard credit the donor approach.

Thank you!

- Angela