2023-11-22 AQ Consultation Session 6

matching gift

• business raised we didn’t have consolidated gift entry type

Consolidated Matching Gifts

To enable the feature:

• Add the Entry Type of "Consolidated Gift" to the Method  (AQB__Method__c) picklist on the Batch Item object.

• we entered the original pledge amount with the fee but it wouldn’t let us enter the payment minus the fee.

• Gift fee https://support.affinaquest.com/hc/en-us/articles/360050346032-Fees - we don’t use this.

• HEP database is available in Australia as confirmed by Priscila but does not necessarily robust (AQ updates the database automatically)

• Good to Gift and Benevity (lots of companies in different territories)

• challenged fund, what would be the best option, put them in one fund or transfer them to their actual designation

• AQ suggests to create separate accounts for

  • Benevity (Employer) Matching Gift

  • Benevity (Employee) Impact Fund

  • Subsidiary (Employer) Matching Gift

  • Subsidiary (Employee) Impact Fund

• we need to discuss with DRS about the consolidated matching gift structure where the LC is on Benevity account and the employer and company are soft credited. As we are not counting soft credits, these then won’t be counted against the donor’s accounts but instead counted against the Benevity Account. AS IS, we are doing in reverse, the LC is on the donor and soft credit the Benevity account. But if we switch the approach it is going to impact our giving reporting.

• DAF, how do we count the giving against the donor? It is done manually. We need to distiguish soft credits that are just credited because they are associated with the account you got the fund from vs funds that came through Benevity and soft credits the donor.

• an idea from Priscila, include a flag that would indicate related to matching gift so that when reporting we include those soft credits.

• Activate consolidated gift picklist
• Priscila to look into Fees functionality
• discuss with DRS about the change in gift structure around Benevity (LC and soft credits are switched in reverse)
• Page layout for Batch, add Transactions in this batch on Batch Item Tab

• Priscila Tello-Vela to talk with her colleague regarding challenge gifts

Organisation account changes

• Old account name (org) would be recommended to be kept and create a new account.

• account.type picklist values from AQ

• 

• a proposal lock down Parent id on account.

TAPSS-944 - Getting issue details... STATUS

• lock down parentid on account only available to GA

Pledge Batch Correction

Move designation (feed batches)

build report what needs to be moved and group by method

we could use the report to select which ones we can correct via batch feed and which ones need to be journalled.