Network For Good Contributions

Not sure exactly what you're looking for, but here's our basic process from when we used NfG (we now use Blackbaud's Online Express):



When the email alert came that a donation had been received (for this example, $100), I would enter it in RE as a $100 Cash gift with Credit Card as the Pay Method, a Gift Code of "Network for Good," and the NfG Donation ID in the Receipt Number field (we don't use that field for anything else).  We do 100% electronic filing, so I would make a pdf from the email alert and put that on the Media Tab...alternatively, you could copy-and-paste the email text into a Gift Note.  On the Gift Record, I would include attributes for the Fee amount ($3) and the actual Amount Received ($97).



Then, at the end of each month, I would put all of the NfG transactions in an Excel document and send them to our Finance team.  They would record them as pledges with the total given ($100), a receivable ($97) and an expense item for the fees ($3).  However, in RE, we did not consider them to be pledges...too much data entry for at most 6 weeks of time between the alert and the check.



When the payment check arrived from NfG, in Finance, it would pay off the receivable there and then come to us in Development.  I would update the Gift Records with the check number in the Auth Code field and the check date in the Card Expiration field (under Pay Method).  And for us, because we also track the Deposit Date in RE, I would update that field with the deposit date of the disbursement check.



Does this make sense?  It's been about a year since we dropped NfG, so I may have missed something.  I only ever used the reporting tool from NfG once or twice when there was a discrepancy of some sort (usually having to do with a transaction that hit right at the start or end of a month).  We chose not to utilize the feature of asking our donors to increase their gift to cover the 3% fee, and any other information we needed I set up as custom fields and then transferred to RE as attributes on the Gift or Constituent record, whichever was more appropriate.

We are a smaller organization so our volume might not be as large as some.  We receive the email alert of a gift received.  It is entered into RE for the Full Amount of the Gift.  All NFG gifts are entered as gift type of Cash, pay method of Other and appeal of NFG online giving site.  They are all entered in the same batch and the batch report and a copy of the email goes to finance.  They will reconcile received minus processing fees. Donor is thanked for full amount of gift.

At my previous organization, we would enter a pledge for each NtG gift (at the point of notification) on the donor's record, and when we got the NfG check, we would enter each as a Pay-Cash on the NfG record and soft-credit the donor record. This was very time-intensive, and we had to jury-rig our acknowledgements to remove the "pledge" language.  I honestly don't remember how we handled the fees...