FundSvcs Community

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Hello all,

I don't see that anyone replied to Aaron publicly, but has anyone out there successfully implemented Venmo for charities? Did you have to link a personal account to your organization's account? What information do you get from Venmo for a donation? How do you know where the donated money is to be allocated?

Sorry for the barrage of questions...senior leadership has seen the TechCrunch article now and wants us to implement by March!

------------------------------
Jodie M. Ralston
Executive Director
Advancement Services
T 315.443.1718 F 315.443.2874
jralston@syr.edu
640 Skytop Road, Room 241, Syracuse, NY 13244
giving.syracuse.edu
Syracuse University
------------------------------

Original Message:
Sent: 11-15-2022 09:34 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Good morning!

We process Venmo through our GiveCampus giving forms. We get a good bit of information from GiveCampus for any donation. On their reports Venmo is listed as the Card Type.

Best,
Therese

------------------------------
Therese Morris
Advancement Data Manager
St. Paul's School
Concord, NH United States
tmorris@sps.edu
------------------------------

Original Message:
Sent: 01-11-2023 01:59 PM
From: Jodie Ralston
Subject: Venmo

Hello all,

I don't see that anyone replied to Aaron publicly, but has anyone out there successfully implemented Venmo for charities? Did you have to link a personal account to your organization's account? What information do you get from Venmo for a donation? How do you know where the donated money is to be allocated?

Sorry for the barrage of questions...senior leadership has seen the TechCrunch article now and wants us to implement by March!

------------------------------
Jodie M. Ralston
Executive Director
Advancement Services
T 315.443.1718 F 315.443.2874
jralston@syr.edu
640 Skytop Road, Room 241, Syracuse, NY 13244
giving.syracuse.edu
Syracuse University

Original Message:
Sent: 11-15-2022 09:34 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Good morning!  The last discussion in the fall I saw was the issue of Venmo for a charity needing to be attached to a personal Venmo account.  That poses it's own issues.  Has there been a resolution to that?  I think for us and others that is the first stumbling block as we don't want to attach our university account to a personal account and then that person leaves.

------------------------------
Teresa Goddard
Director Development Services
DePauw University
teresagoddard@depauw.edu
------------------------------

Original Message:
Sent: 01-12-2023 06:59 AM
From: Therese M. Morris
Subject: Venmo

Good morning!

We process Venmo through our GiveCampus giving forms. We get a good bit of information from GiveCampus for any donation. On their reports Venmo is listed as the Card Type.

Best,
Therese

------------------------------
Therese Morris
Advancement Data Manager
St. Paul's School
Concord, NH United States
tmorris@sps.edu

Original Message:
Sent: 01-11-2023 01:59 PM
From: Jodie Ralston
Subject: Venmo

Hello all,

I don't see that anyone replied to Aaron publicly, but has anyone out there successfully implemented Venmo for charities? Did you have to link a personal account to your organization's account? What information do you get from Venmo for a donation? How do you know where the donated money is to be allocated?

Sorry for the barrage of questions...senior leadership has seen the TechCrunch article now and wants us to implement by March!

------------------------------
Jodie M. Ralston
Executive Director
Advancement Services
T 315.443.1718 F 315.443.2874
jralston@syr.edu
640 Skytop Road, Room 241, Syracuse, NY 13244
giving.syracuse.edu
Syracuse University

Original Message:
Sent: 11-15-2022 09:34 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 1/12/2023 8:31:00 AM
From: Teresa R. Goddard
Subject: RE: Venmo

Good morning!  The last discussion in the fall I saw was the issue of Venmo for a charity needing to be attached to a personal Venmo account.  That poses it's own issues.  Has there been a resolution to that?  I think for us and others that is the first stumbling block as we don't want to attach our university account to a personal account and then that person leaves.

------------------------------
Teresa Goddard
Director Development Services
DePauw University
teresagoddard@depauw.edu
------------------------------

Original Message:
Sent: 01-12-2023 06:59 AM
From: Therese M. Morris
Subject: Venmo

Good morning!

We process Venmo through our GiveCampus giving forms. We get a good bit of information from GiveCampus for any donation. On their reports Venmo is listed as the Card Type.

Best,
Therese

------------------------------
Therese Morris
Advancement Data Manager
St. Paul's School
Concord, NH United States
tmorris@sps.edu

Original Message:
Sent: 01-11-2023 01:59 PM
From: Jodie Ralston
Subject: Venmo

Hello all,

I don't see that anyone replied to Aaron publicly, but has anyone out there successfully implemented Venmo for charities? Did you have to link a personal account to your organization's account? What information do you get from Venmo for a donation? How do you know where the donated money is to be allocated?

Sorry for the barrage of questions...senior leadership has seen the TechCrunch article now and wants us to implement by March!

------------------------------
Jodie M. Ralston
Executive Director
Advancement Services
T 315.443.1718 F 315.443.2874
jralston@syr.edu
640 Skytop Road, Room 241, Syracuse, NY 13244
giving.syracuse.edu
Syracuse University

Original Message:
Sent: 11-15-2022 09:34 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 1/12/2023 8:54:00 AM
From: Thomas Chaves
Subject: RE: Venmo

Venmo does now allow for a charity to set up an account (as of 9/30) . . . still needs a phone number and we are using a special university phone number to connect.  Not ideal but at least Venmo is now recognizing charities as a viable entity to receive $$

Some platforms (e.g. givecampus) allow the venmo link from giving forms which is nice but I believe there's an extra fee with that

Our goal (which is now doable) is to have donors give right from venmo.  Still working out how to know who and where . . . the who is easier as you do get information (e.g. email and name) but the where we're looking to get via comments and default our unrestricted fund if nothing is shared.

We are testing

--

Thomas Chaves Associate VP for Advancement Operations Office of Advancement Saint Joseph's University 5600 City Avenue, Philadelphia, PA 19131 O: 610-660-1255 | M: 610-316-6541 | tchaves@sju.edu SJU.edu

Original Message:
Sent: 1/12/2023 8:31:00 AM
From: Teresa R. Goddard
Subject: RE: Venmo

Good morning!  The last discussion in the fall I saw was the issue of Venmo for a charity needing to be attached to a personal Venmo account.  That poses it's own issues.  Has there been a resolution to that?  I think for us and others that is the first stumbling block as we don't want to attach our university account to a personal account and then that person leaves.

------------------------------
Teresa Goddard
Director Development Services
DePauw University
teresagoddard@depauw.edu
------------------------------

Original Message:
Sent: 01-12-2023 06:59 AM
From: Therese M. Morris
Subject: Venmo

Good morning!

We process Venmo through our GiveCampus giving forms. We get a good bit of information from GiveCampus for any donation. On their reports Venmo is listed as the Card Type.

Best,
Therese

------------------------------
Therese Morris
Advancement Data Manager
St. Paul's School
Concord, NH United States
tmorris@sps.edu

Original Message:
Sent: 01-11-2023 01:59 PM
From: Jodie Ralston
Subject: Venmo

Hello all,

I don't see that anyone replied to Aaron publicly, but has anyone out there successfully implemented Venmo for charities? Did you have to link a personal account to your organization's account? What information do you get from Venmo for a donation? How do you know where the donated money is to be allocated?

Sorry for the barrage of questions...senior leadership has seen the TechCrunch article now and wants us to implement by March!

------------------------------
Jodie M. Ralston
Executive Director
Advancement Services
T 315.443.1718 F 315.443.2874
jralston@syr.edu
640 Skytop Road, Room 241, Syracuse, NY 13244
giving.syracuse.edu
Syracuse University

Original Message:
Sent: 11-15-2022 09:34 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Thomas - would love to hear an update. Specifically, did you end up getting an institutional mobile phone line to resolve this?

------------------------------
Serena Livingston
Rhode Island School of Design
slivings@risd.edu
------------------------------

Original Message:
Sent: 02-09-2023 09:29 PM
From: Thomas Chaves
Subject: Venmo

We are still working through internal process reviews about it . . . we're targeting March to go live.

Thanks

Tom

--

Thomas Chaves Associate VP for Advancement Operations Office of Advancement Saint Joseph's University 5600 City Avenue, Philadelphia, PA 19131 O: 610-660-1255 | M: 610-316-6541 | tchaves@sju.edu SJU.edu

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 2/10/2023 9:28:00 AM
From: Matthew H Bain
Subject: RE: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 2/10/2023 9:28:00 AM
From: Matthew H Bain
Subject: RE: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 2/20/2023 10:19:00 AM
From: Lara Couture
Subject: RE: Venmo

Hi Matt,

 

I'm surprised and delighted to hear that the Venmo/PayPal integration goes through BBMS. I thought the money would sit in the PayPal business account and then we'd have to deal with a separate disbursement. I think my Business Office will be ecstatic to hear that as well. We are shooting for a March launch.

 

Thanks for the clarification on how it works with RE and BBMS.

 

Lara

 

Lara Couture

Director of Advancement Services

Pronouns: (She/Her/Hers)

 

Office: 262-951-3101

carrollu.edu

 

 

100 N. East Avenue | Waukesha, WI 53186

 

Original Message:
Sent: 2/10/2023 9:28:00 AM
From: Matthew H Bain
Subject: RE: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

My apologies. After checking with my team, it seems I misspoke. PayPal/Venmo transactions do not show in BBMS. They do show up in RENXT - we can identify them with a Gift Payment Type of PayPal or Venmo. Our accounting office does review our PayPal business account and disbursement schedule regularly.

------------------------------
Matthew Bain
Executive Director, Advancement Services
Kennesaw State University
mbain8@kennesaw.edu
------------------------------

Original Message:
Sent: 02-10-2023 08:27 AM
From: Matthew H Bain
Subject: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 3/2/2023 10:05:00 AM
From: Matthew H Bain
Subject: RE: Venmo

My apologies. After checking with my team, it seems I misspoke. PayPal/Venmo transactions do not show in BBMS. They do show up in RENXT - we can identify them with a Gift Payment Type of PayPal or Venmo. Our accounting office does review our PayPal business account and disbursement schedule regularly.

------------------------------
Matthew Bain
Executive Director, Advancement Services
Kennesaw State University
mbain8@kennesaw.edu
------------------------------

Original Message:
Sent: 02-10-2023 08:27 AM
From: Matthew H Bain
Subject: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


------------------------------
Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
------------------------------

Original Message:
Sent: 3/2/2023 10:22:00 AM
From: Lara Couture
Subject: RE: Venmo

Hi Matt,

 

Thanks for the clarification. I'm assuming the online transaction still appears in the Raiser's Edge plug-in? We don't use RE NXT for gift processing. I'm putting this out there for everyone to chime in.

 

Thanks folks,

Lara

 

Lara Couture

Pronouns: (She/Her/Hers)

 

Original Message:
Sent: 3/2/2023 10:05:00 AM
From: Matthew H Bain
Subject: RE: Venmo

My apologies. After checking with my team, it seems I misspoke. PayPal/Venmo transactions do not show in BBMS. They do show up in RENXT - we can identify them with a Gift Payment Type of PayPal or Venmo. Our accounting office does review our PayPal business account and disbursement schedule regularly.

------------------------------
Matthew Bain
Executive Director, Advancement Services
Kennesaw State University
mbain8@kennesaw.edu
------------------------------

Original Message:
Sent: 02-10-2023 08:27 AM
From: Matthew H Bain
Subject: Venmo

We are a Blackbaud shop and use BBMS for merchant services. We implemented accepting PayPal (with a connection to BBMS) almost a year ago. Shortly thereafter, Blackbaud also enabled Venmo acceptance (using PayPal as the conduit). 

We added this as a convenience for our donors (to fish where the fish are) and PayPal and Venmo now account for 10% of all our online transactions and 3% of online dollars. The other digital wallets (Apple Pay, Visa Checkout) account for another 7% of both online transactions and dollars.

The implementation of these giving mechanisms and the data that you receive will likely be highly dependent upon your platform vendor(s). Because Blackbaud has integrated PayPal/Venmo and digital wallets with their Merchant Services, we are able to tell who the donors are because the transactions show up in the BBMS transaction list just like any other online credit card payment would.

Matt Bain

Executive Director, Advancement Services

Division of University Advancement

Kennesaw State University

470-578-7719

Original Message:
Sent: 2/9/2023 4:57:00 PM
From: Gwen Donev
Subject: RE: Venmo

Hi Thomas (and others!)

Can I ask whether you've had success with gifts directly to your institution right from Venmo?  The set-up worked on an institutional account, and charitable gifts have been received and recorded?

Looking forward to hearing any wisdom from your experience!

Original Message:
Sent: 11/15/2022 10:35:00 AM
From: Aaron Forrest
Subject: Venmo

Hello Friends!

There have been some recent discussions about Venmo. Does anyone have implementations stories to share? Their guidance seems to indicate that only a report with emails would be provided. About a month ago, I emailed Venmo support asking about donor postal addresses due to federal gift reporting needs, and have not heard back. Some folks shared that they only target domestic alumni via text campaigns for Venmo to overcome this issue. That's interesting. But I don't think that would fly here with much of our activity grateful patient fundraising. Appreciate your shared experiences. Thanks!


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Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu
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