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  • 1.  Deceased Donor, Online Gift

    Posted 07-03-2025 11:03 AM

    Hi Community Pros,

    Couldn't find an exact precedent for comparison so here's a new thread:

    I have a deceased donor who was an alum of our university. His son has attempted to make a large gift toward the family's scholarship in the father's name, with the father's address, and only using his own (the son's) email address. I was able to trace it back to the son, knowing the family personally, but where would the hard credit go? Further, at this point there's a processing error I have to help with so may have to explain things to the donor('s son).

    Thanks for any context you can provide!



    ------------------------------
    Melissa Rufener
    Life Pacific University
    mrufener@lifepacific.edu
    ------------------------------


  • 2.  RE: Deceased Donor, Online Gift

    Posted 07-03-2025 11:16 AM
    The question is who owns the money, the estate or the son. Start with the check/payment method to figure this out. 


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 3.  RE: Deceased Donor, Online Gift

    Posted 07-03-2025 12:17 PM

    It's an online gift so I assume it was a credit card -- and since he used the father's name and address, it seems the owner is(was) the deceased father. Which is why I wasn't sure the approach. 



    ------------------------------
    Melissa Rufener
    Life Pacific University
    mrufener@lifepacific.edu
    ------------------------------



  • 4.  RE: Deceased Donor, Online Gift

    Posted 07-03-2025 01:53 PM
    I think you need to have a conversation with the son. When the primary cardholder dies, even authorized users may not use the card, it's considered fraud. If it's the case that the dad was the primary carholder, you'll want to reverse the payment and re-do it via a payment from the estate. It's also possible that the relationship is the other way -- that the son is the primary carhdholder and the decedent was an authorized user on that account. In that case, with documentation, the son would be the hard credit donor. 



    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now: