FundSvcs Community

Amy, my personal recommendation regardless of system is to build the fee computations and GL transactions into the feed from the fundraising system to the GL. This enables you to easily build in the necessary programming to undo/reverse those fees when making gift corrections. A great deal depends on your actual fee structure. But I have helped build this protocol with several different systems. As long as you have a solid fund table within the fundraising system that easily "communicates" with the accounting structure of the GL, this is the simplest way to go. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Jun 13, 2019 at 12:33 PM Amy Macione <ammacione@hotmail.com> wrote: > To all the Blackbaud shops, > > Do you have a gift fee and if so, how and where are you processing the > fee? In RE or in FE? > We are looking at implementing it in a future campaign but don't want to > take on a new manual process. We are wondering how our peers are utilizing > the RE and FE databases to process a gift fee. > > Thanks for all your help. > Amy >

Actually, the way I structure these is to leave the actual gift intact with if flowing 100% to the proper fund. Built into the feed, however, is a following debit to the same GL account representing the fee amount and a following credit for the same debit amount to flow to the gift fee account. This allows you to show the complete transaction - gift followed by fee - rather than "netting" the transactions. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Jun 13, 2019 at 12:50 PM Hornbeck, Cynthia <CHornbeck1@twu.edu> wrote: > If I am understanding the question right you would be “charging” the donor > a gift fee and then everything would need to feed into FE I would think you > might need to split the gift between two funds. One fund would be the > donor’s choice and one would be where the fee would need to go. That way > when you processed the gift through the GL it would fall into the correct > bucket in FE. > > > > > > Cindy Hornbeck > > Gift Processing Specialist > > University Advancement > > 940-898-3894 > > CHornbeck1@twu.edu > > > > > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Amy Macione > *Sent:* Thursday, June 13, 2019 11:34 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Gift Fee using Blackbaud RE and FE > > > > To all the Blackbaud shops, > > > > Do you have a gift fee and if so, how and where are you processing the > fee? In RE or in FE? > > We are looking at implementing it in a future campaign but don't want to > take on a new manual process. We are wondering how our peers are utilizing > the RE and FE databases to process a gift fee. > > > > Thanks for all your help. > > Amy >

To all the Blackbaud shops, Do you have a gift fee and if so, how and where are you processing the fee? In RE or in FE? We are looking at implementing it in a future campaign but don't want to take on a new manual process. We are wondering how our peers are utilizing the RE and FE databases to process a gift fee. Thanks for all your help. Amy

If I am understanding the question right you would be "charging" the donor a gift fee and then everything would need to feed into FE I would think you might need to split the gift between two funds. One fund would be the donor's choice and one would be where the fee would need to go. That way when you processed the gift through the GL it would fall into the correct bucket in FE. Cindy Hornbeck Gift Processing Specialist University Advancement 940-898-3894 CHornbeck1@twu.edu<mailto:CHornbeck1@twu.edu> [cid:image001.png@01D521DE.2F68C7B0] [cid:image002.png@01D521DE.2F68C7B0] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Amy Macione Sent: Thursday, June 13, 2019 11:34 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Gift Fee using Blackbaud RE and FE To all the Blackbaud shops, Do you have a gift fee and if so, how and where are you processing the fee? In RE or in FE? We are looking at implementing it in a future campaign but don't want to take on a new manual process. We are wondering how our peers are utilizing the RE and FE databases to process a gift fee. Thanks for all your help. Amy