Workplace giving - Gift entry help

Emily Squyres

My organization is new to eTap and I'm looking for some insight on entering Workplace Giving gift information. My plan (as I believe I was instructed in one of the Getting Started webinars), was to enter the individual gifts through the Workplace Giving Fund, then soft credit each donor, but this plan is flawed:

1) There are multiple donors per check and it appears I can only soft credit 1 person per check. 

2) There are fees taken out of the total check from the Workplace Giving fund, and I don't want those reflected in each donor's intended gift - how and where do I account for those fees?

3) There are several recurring gifts through the workplace giving fund - would I set those up through the Fund's record, or each individual person's? (Again, there is the issue of the fee that I have to account for somehwere!)


Thanks for tolerating a newbie's confusion! I appreciate any guidance you can offer.

Amy Holland

Emily Squyres:

My organization is new to eTap and I'm looking for some insight on entering Workplace Giving gift information. My plan (as I believe I was instructed in one of the Getting Started webinars), was to enter the individual gifts through the Workplace Giving Fund, then soft credit each donor, but this plan is flawed:

1) There are multiple donors per check and it appears I can only soft credit 1 person per check. 

2) There are fees taken out of the total check from the Workplace Giving fund, and I don't want those reflected in each donor's intended gift - how and where do I account for those fees?

3) There are several recurring gifts through the workplace giving fund - would I set those up through the Fund's record, or each individual person's? (Again, there is the issue of the fee that I have to account for somehwere!)


Thanks for tolerating a newbie's confusion! I appreciate any guidance you can offer.

Hi Emily,


1) In order to soft credit multiple donors, these gifts would need to be entered as Split Transactions with each Segment soft credited to the correct individual.  


2) As for the fees, the tax receipt for the full amount before fees has been issued but the WG organization so we simply record the amount after fees to the donor.  When we acknowledge the individuals we do not include the amount or a tax receipt.


3) While I know that many are recurring gifts through workplace, I don't enter them as recurring in eTap.  I just enter each gift as it comes in from the WG organization.


Hope that's helpful!

Judith Youngblood

I agree with Amy about the split transaction, but if you have dozens of employees, that can get very cumbersome. One of my clients does a new gift for each employee for the full amount of the gift, uses the same check number on each gift, and has a UDF of gift subtype that says it is WG. (This works with Benevity and others like it too.) The CFO makes an accounting journal entry (as opposed to an eTap one!) for the fees taken out. Their view is that is the cost of doing business and shouldn't be reflected on the employees' donor pages. They also do a year-end tax acknowledgement letter.


Judith Youngblood

Wist Data Solutions