Email address is required to make an online donation, at least on our site, so that has no bearing on whether we'd have any cases where we wouldn't need to comply. Additionally, please note #28 on the attachment that both Isaac and I provided. If you aren't already notifying donors 3-7 days before their card is charged, you will be required to do so for those with a frequency of 6 months or longer between charges.
Very thankful for the 6 month delay. I'm hopeful we'll be able to make the case that we aren't a subscription, especially in cases where we receive more complaints for sending the donor a monthly receipt than not.
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Jessica Baker
Director, Data Quality, Gift Processing, Strategy
University of Texas at Austin
jbaker@austin.utexas.edu------------------------------
Original Message:
Sent: 09-06-2022 11:13 AM
From: John Taylor
Subject: Mastercard and other updates affecting gift processing
I love this list! Thank you for the update!
John H. Taylor
919.816.5903 (Cell/Text)
Big Ideas; Small Keyboard
Original Message:
Sent: 9/6/2022 11:55:00 AM
From: Courtney Sims
Subject: RE: Mastercard and other updates affecting gift processing
Just looked at the link John provided. They updated after he provided it...it is required.
Update 9/2/22: Thanks for following along as this situation evolves! We have just received confirmation on a few points. This information comes from The Nonprofit Alliance.
In short, Mastercard acknowledges that the new requirements as written (and particularly the definition of "subscription") caused considerable confusion among nonprofits.
They have clarified that nonprofits are required to comply with the new Mastercard rules.
However, Mastercard will be extending the effective date of these requirements for nonprofits until March 21, 2023. Furthermore, monthly notifications (receipting) will only be required for donors who have provided an email address. Nonprofits will not be required to generate receipts by alternate means for donors whose email addresses are not available.
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Courtney Sims
Director, Gift Processing & Data Management
Bucknell University
courtney.sims@bucknell.edu
Original Message:
Sent: 09-02-2022 10:05 AM
From: Jessica Baker
Subject: Mastercard and other updates affecting gift processing
In light of the Mastercard "subscription" billing updates that affect charitable organizations (I've attached that document for anyone who doesn't yet know; see question 8), I wanted to ask what listservs/enews/notification boards anyone here is on. We're trying to find ways to be more in-the-know on an earlier basis so we have more time to update our knowledge and processes.
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Jessica Baker
Director, Data Quality, Gift Processing, Strategy
University of Texas at Austin
jbaker@austin.utexas.edu
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