Payroll Givers recording

Agnieszka Wilks

Hello There

I wanted to reach out to see how others are recording payroll giving income in Raiser’s Edge.

Currently, we use gift codes to identify payroll gifts. They are recorded as Gift Type: Cash, even though they are effectively regular donations. The reason we don’t set them up as Recurring Gifts is that we don’t receive the full mandate information — for example, bank details, frequency, or notifications of changes such as cancellations or amendments. We only receive the actual payments.

Given this limitation, treating them as cash gifts with a payroll giving gift code feels like the most accurate option for us, but I’d be really interested to hear how others handle this.

Agnieszka

JoAnn Strommen

We have two types of payroll deductions. As we have a signed agreement on amount, frequency, designation(s) we enter pledges..

Internal our office payroll deductions: Gift type - cash (becomes pay-cash); Pay method - other; Gift code - payroll deduction and a gift attribute gift code - payroll deduction (used to pull reports for finance)

University payroll deductions: Gift type cash (becomes pay-cash); Pay method - Business Check (we receive check from the state); Gift code - payroll deduction; gift attribute gift code - cash/check.

You really don't need bank details to enter as recurring or pledge gifts. I'm assuming that somewhere the employee has to sign an authorization to legally have the deductions taken with amount frequency. I would talk to HR about receiving copies if you are not the office initiating that.

A recurring batch works well for processing into RE.

Just what works for us.

Rachel Cavalier

We've put most of these in as recurring gifts - after some months observation they usually turn out to be monthly (although in the past some supporters seem to get paid every 2 weeks instead). Since this is the case, we treat them the same as Standing Orders, regular Charity Voucher donations etc.

Having all the recurring-gift pay-cash gifts makes it a bit easier to steward these supporters rather than having to look out for other criteria their giving ticks the boxes of (e.g. 10+ gifts a year) and we send them annual acknowledgements for these gifts rather than thanking them per gift (which we watch out to do for gifts entered as one-time gifts).

Agnieszka Wilks

thank you @Rachel Cavalier and @JoAnn Strommen

Don Burrhus

We are recording them as 'Cash' for the Gift Type and "Payroll" for the Subtype. There is a lot to be said for simplicity (or 'less is more') on some things.

Madeleine Holdsworth

@Don Burrhus Well said!!!