FundSvcs Community

Julie, We mark these payroll deductions as recurring gifts. When analysis opportunities arise, we look at a recurring gift in a fiscal year as 1 "decision to give". We don't count each individual payroll deduct transaction as a gift in this way. In the same sense, someone who gives to support an athletic effort and also gives in response to an appeal for anything else would be 2 "decisions to give" because we do want to capture both moments. Thank you, Monica On Tue, Jan 29, 2019 at 11:44 AM Phillips, Julie A. < jphillips@westfield.ma.edu> wrote: > Hi Fundlisters, > > > > Questions have come up today regarding how we tally employees who give > through payroll direct deposit. > > > > How does your organization handle these gifts: > > > > Total the giving for the year and count as one gift. << This lowers # of > gifts but raises average gift size.) > > i.e. Julie gives $3 per pay period, 26 pay periods, total gift = $78, > counted as one gift. > > or > > Treat each gift per pay period as one gift. << This sends # of gifts high > and average gift size low (many give $3/pay period) > > i.e. Julie gives $3 per pay period. $3 counted 26 times. > > > > > > Thank you all in advance for your time and effort! > > > > Julie Phillips > Associate Director > > Advancement Services and Donor Relations > > Westfield State University > (413) 572-8489 *(* > jphillips@westfield.ma.edu *** > > > > > -- *Monica JorgensenDePauw UniversityAlumni Engagement & Development**Associate Director for Analytics*​ *Support The Fund for DePauw - Impacting students who impact the world. <http://www.depauw.edu/give>*

Hi Fundlisters, Questions have come up today regarding how we tally employees who give through payroll direct deposit. How does your organization handle these gifts: Total the giving for the year and count as one gift. << This lowers # of gifts but raises average gift size.) i.e. Julie gives $3 per pay period, 26 pay periods, total gift = $78, counted as one gift. or Treat each gift per pay period as one gift. << This sends # of gifts high and average gift size low (many give $3/pay period) i.e. Julie gives $3 per pay period. $3 counted 26 times. Thank you all in advance for your time and effort! Julie Phillips Associate Director Advancement Services and Donor Relations Westfield State University (413) 572-8489 * jphillips@westfield.ma.edu<mailto:jphillips@westfield.ma.edu> *

I think it is a function of how often the funds move to you. We get a JE transfer from payroll to our clearing account monthly, so we load that file into Advance monthly with each transaction counting as a single gift (multi-allocations are still one overall gift). We used to carry annual pledges for each employee, but the monthly changes made that extremely difficult to manage so we stopped. When we were booking pledges, we wouldn't do more than the current FY so as to not overstate receivables in a meaningful way. -Josh _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Phillips, Julie A. Sent: Tuesday, January 29, 2019 11:44 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] How Giving through Employee Payroll direct deposit is counted in fundraising analysis Hi Fundlisters, Questions have come up today regarding how we tally employees who give through payroll direct deposit. How does your organization handle these gifts: Total the giving for the year and count as one gift. << This lowers # of gifts but raises average gift size.) i.e. Julie gives $3 per pay period, 26 pay periods, total gift = $78, counted as one gift. or Treat each gift per pay period as one gift. << This sends # of gifts high and average gift size low (many give $3/pay period) i.e. Julie gives $3 per pay period. $3 counted 26 times. Thank you all in advance for your time and effort! Julie Phillips Associate Director Advancement Services and Donor Relations Westfield State University (413) 572-8489 * jphillips@westfield.ma.edu<mailto:jphillips@westfield.ma.edu> * ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).