Donor Statements for Multiple EIN's

Kelly Burns
Kelly Burns
Name Dropper Participant Facilitator 1 September 2024 Monthly Challenge
in Blackbaud Raiser's Edge NXT®: General Discussions

Historically our organization has only used one EIN (tax ID number). However, for this year we have a few donations that need to be processed under a second EIN that may or may not see future use. Does Blackbaud have a way to manage donations for both EIN's? Or do I need to plan to manually do the second EIN's donor statements?

Comments

  • Christine Robertson
    Christine Robertson
    Kudos 5 Name Dropper Participant First Anniversary

    @Kelly Burns Is there a way to know in RE which EIN the donor gave towards?

  • Faith Murray
    Faith Murray Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Kelly Burns
    If the future EINs may or may not see future use - honestly, I would give those EINs a separate fund and then pull reports from that filter, so as to keep finances between two entities totally separate. That being said, I know sometimes an org can have 2 EINs without having separate corporate entities. So, an alternate is to code them with a gift attribute/gift code/subtype, then filter with a gift query attached to your giving statement report. Either way, the answer is yes, RE does accommodate gifts to different EINs (or to different organization branches or divisions), but it depends on you to code the gifts in a way that facilitates your current reporting processes.

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