Andrea (and others), I wanted to share more details regarding the correct attribution in fundraising reports and totals for organizations such as the United Way.
The following is found on page 51 of the latest edition of the CASE Standards.
Organizations often wish to attribute gifts from these legal "other organizations" to individuals. That is proper and typically done through issuing soft credit. What is important, though, is ensuring that those individuals never receive a gift receipt and that, when reporting publicly and especially through CASE for both the VSE and campaign reports, the gifts are attributed to "Other Organizations."
Here is the direct quote from CASE:
5.2.6 Other Organizations
The organizations considered "Other" are entities formed by a group of cooperating donors, such as individuals, institutions or organizations, for facilitating their fundraising activities. Examples of fundraising consortia include the United Negro College Fund, the Virginia Council of Independent Colleges, the United Way, Rotary International, sororities and fraternities, and combined fund drives.
Distributions from donor-advised funds (DAF) sponsored by an entity that is not a community foundation are also included in this category. For DAFs managed by the institution, only count distributions to the institution itself when they are made and not contributions to the fund.
Giving circles form to give money collectively to selected charitable entities. Participants pool their resources and select recipients. Gifts from a giving circle are recorded under "Other Organizations" if there is a check or other transfer in the name of the giving circle except when the giving circle is affiliated with the institution.
John H. Taylor
Principal
John H. Taylor Consulting, LLC
2604 Sevier St.
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
UW is the legal donor and must be reported in the "Other organization" category for VSE purposes (if you report there). But regardless of what you do internally the individuals who give to the UW (or CFC) should never receive a receipt.
John
John H. Taylor
Principal
John H. Taylor Consulting, LLC
2604 Sevier St.
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 8/9/2023 4:32:00 PM
From: Andrea White
Subject: RE: Donations through Donor's Employer
What about United Way then? We will receive a list of 100+ donors and record those on the individual donor records and just use a gift subtype of UW so we know they are UW gifts.
Original Message:
Sent: 8/9/2023 4:27:00 PM
From: John Taylor
Subject: RE: Donations through Donor's Employer
Benefits (American Online Foundation) is the same. They are a DAF. The difference there is they often handle both the employee gift and employer match. But the result is the same. The DAF is the legal donor.
John
John H. Taylor
919.816.5903 (Cell/Text)
Big Ideas; Small Keyboard
Original Message:
Sent: 8/9/2023 4:21:00 PM
From: Karry Morton
Subject: RE: Donations through Donor's Employer
I am curious as well. I would also like to know how other organizations record gifts from "pass through" organizations like Benevity.
Karry Morton | Director, Gift Services
Children's Hospital Colorado Foundation
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Phone: 720-777-1742 | Cell: 720-323-3305
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For every child who needs us. From fixing broken bones to treating pediatric cancer, your generosity helps us serve Children's Hospital Colorado patients and families who depend on us every day. Donate today.
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Original Message:
Sent: 8/9/2023 4:17:00 PM
From: Andrea White
Subject: Donations through Donor's Employer
I'm curious how organizations are entering donations that are deducted from employee paychecks and then sent to a Foundation in one lump sum. For example XYZ Company sends $500 check to 123 Foundation and lists that the $100 was from Joe Smith, $200 from Sally Jones, etc. Do you enter the $500 under XYZ Company and soft credit the employees? Or do you enter each dollar amount as hard credit to each employee?
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Andrea White
Rochester Regional Health Foundations
andrea.white@rochesterregional.org
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