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Using a company credit card for donation

Kellee Robinson

Does anybody have any policies around accepting credit card donations made from a company credit card issued to individuals of said company? The individual will get the receipt and acknowledgement letter with tax language. But is there a way to prevent this from happening?

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Comments

JoAnn Strommen

@Kellee Robinson welcome to the BB community forums.

Just a couple of thoughts. I don't know that there is really a way to ‘prevent.’

Our donation form has the field that gift is made on behalf of org. When it's processed, it goes on org record with person as addressee.

I think more of the responsibility falls on the company. They monitor, or should be, the charges made on the card and would expect any receipts/donation letters to be submitted.

If the individual fraudulently claimed the donation on their form, the IRS would be after them IMO. You issued a receipt to the party that made the donation based on the information provided.

Crystal Bruce

@Kellee Robinson Hi! I moved this discussion to the Organizational Best Practices discussion. Thanks!

Meghan Christiansen

@Kellee Robinson You could have separate donation forms with a receipt attached to the individual one and no receipt attached to the company one (in separate campaigns).

Or what we do, is we have a conditional in our receipt that changes the copy on our receipt depending if it is an individual donation or a company. So the receipt for an individual says this is an official receipt and the company one says this is a company receipt.

We used to have the forms separate but sometimes companies wanted a receipt so we combined them into one form and now use the conditional in the receipt. We worked with Yeeboo Digital to add the conditional to our existing receipt template.

Christine Robertson

@Kellee Robinson I've seen some organizations add a field that says something like, “If this gift is on behalf of a company, please list the company name here” and then use that to link the gift to the organization rather than the individual.