Best Practices for United Way gifts

Becky Griswold

Wondering what best practices are out there for entering United Way gifts.  We have a couple constituents with pledges of which they are paying off with employee giving through UW.  For these specifically, we have been entering the gifts in the donor record and soft crediting UW.  However, my question is if there was a fee taken out of their payment (ie. original gift was $400 but the net gift was $360), what do you all find is the best way to enter and apply to the pledge?

JoAnn Strommen

Becky Griswold:

Wondering what best practices are out there for entering United Way gifts.  We have a couple constituents with pledges of which they are paying off with employee giving through UW.  For these specifically, we have been entering the gifts in the donor record and soft crediting UW.  However, my question is if there was a fee taken out of their payment (ie. original gift was $400 but the net gift was $360), what do you all find is the best way to enter and apply to the pledge?

UW stuff always seems to get messy and it's handled differently by orgs.  We do not enter pledges into RE for constituents who are actually making their gifts through UW.  Their pledge is to UW, we are the designee.  My understanding is that UW is the org receiving their gift and the one to acknowledge as far as tax deduction.  We send a letter to them thanking for their support - no $ amounts/tax statement.

Yes, if only entering what comes from UW it may/may not be full amount. Don't really know the best way to work through that with your  accounting office as entering amount received will never balance out.  Only way that would seem to work is if payment is entered at full amount and accounting/finance deducts fee as cost of business like credit card payments. 

Hope you hear from some others...