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  • 1.  Payroll Deduction through Benevity

    Posted 09-06-2024 10:43 AM

    Greetings!

    We have a donor with an open pledge.  He is paying the pledge through a monthly payroll deduction from his employer.  The employer uses Benevity to transfer the gift along with their match.  Since, this is not a true DAF scenario and Benevity is only the 3rd party transmitter, I feel like we are okay to apply these payments to his pledge.  Would you agree?

    Thanks for your help!

    Trish Rick                                                                   
    Executive Director, Advancement Services                                                                  
    Philanthropy and Alumni Engagement                     

    1 Aerospace Boulevard                                                                            
    Daytona Beach, FL 32114-3900                                                                                            
    386.241-6112                                                               
    rickp@erau.edu  

    Embry-Riddle Aeronautical University                                                 
    Florida | Arizona | Worldwide




    ------------------------------
    Patricia Rick
    Embry-Riddle Aeronautical University
    rickp@erau.edu
    ------------------------------


  • 2.  RE: Payroll Deduction through Benevity

    Posted 09-06-2024 10:50 AM
    Nope. You can't do that. This is a "true" DAF scenario. The donor and the match are being made to Benevity's DAF - the American Online Giving Foundation. The money you will receive is from that DAF and cannot be applied to a personal pledge - and you can never apply a matching gift to a personal pledge, either.

    You must remove the pledge from the donor's record and deal with soft credits only for recognition. Don't forget that you will not receive the full amount the employee has deducted. American Online takes their fee out of "your" money.

    John
     
    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


  • 3.  RE: Payroll Deduction through Benevity

    Posted 09-06-2024 11:05 AM
    PS - Don't forget that American Online/Benevity is responsible for issuing receipts. You cannot. However, you can send a thank you letter for stewardship purposes.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 4.  RE: Payroll Deduction through Benevity

    Posted 09-06-2024 12:40 PM

    Great, thanks for your input, John!

     

    Trish Rick                                                                   
    Executive Director, Advancement Services                                                                  
    Philanthropy and Alumni Engagement                     

    1 Aerospace Boulevard                                                                            
    Daytona Beach, FL 32114-3900                                                                                            
    386.241-6112                                                               
    rickp@erau.edu  

    Embry-Riddle Aeronautical University                                                 
    Florida | Arizona | Worldwide

     




    Original Message


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