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I have been given the following scenario to solve...
Company A has partnered with us to host an event. Tickets for this event cost $250. 281 tickets were sold, and of the cost, $75 was tax-receipted. In order to simplify our reconciliation, this was entered as 2 gifts in RE for each ticket purchaser. The $75 was marked as receipted, and the remainder was marked do not receipt/do not acknowledge.
The non-receipted portion is in turn being totalled up and donated to us by Company A for our Scholarship program. They have a proposal in our system, and now I need to link the gifts to that proposal to show it is funded. The first thing I thought of was to SC all the non-receipted gifts to Company A. This would result in 281 lines of soft credits on their record.
Here is the problem - you can't link soft credit gifts to proposals. Even if it did work, that's a lot of manual linking. One alternative I thought of was to link the Conmpany A proposal to the hard credit gift from the individual gift record from each purchaser, but that seems a bit messy to me.
Do you have any suggestions on how I can show that Company A has made this donation to us? Should the non-receipted portion of the ticket even have been entered in RE in the first place?
__________________ Peter Gulka
Chief Bus Driver
Blackbaud User Society www.blackbus.org
A: What kind of event are you having where a $250 ticket results in a $175 FMV worth of benefits?
B: Who recorded the individual gifts? Your org? I'm not sure I understand your situation... Is this a situation where the company is matching $75 of each ticket sold? Can you set up a matching gift for each $75 and when the money comes in from the company you pay the MG pledge?
someone popped into my office this morning and dropped this on me. I have no idea what its all about :P
I asked the same question to BB and they say that the non-recipeted portion should have been recorded as a lump sum on Company A's record.
As I understand it the $175 non-receipted amount was because this was some kind of priveleged event, and the whole purpose was so that Company A could get money to donate to us without actually taking it out of their own budget. Great strategy if you ask me
__________________ Peter Gulka
Chief Bus Driver
Blackbaud User Society www.blackbus.org
I'm just throwing this out here, but how about doing something like creating a Package or Gift Attribute with the name of the proposal for these gifts, then soft crediting Company A with them? Although they wouldn't actually be linked to the proposal, they could be seen on Company A's gift record and you could pull them easily into a report.
Here is the problem - you can't link soft credit gifts to proposals. Even if it did work, that's a lot of manual linking. One alternative I thought of was to link the Conmpany A proposal to the hard credit gift from the individual gift record from each purchaser, but that seems a bit messy to me.
Do you have any suggestions on how I can show that Company A has made this donation to us? Should the non-receipted portion of the ticket even have been entered in RE in the first place?
What you can do, is pull the import IDs for the gifts that you want to link to the proposal into a CSV file and then add the proposal's import ID on the end and import an update to the gifts to link them to the proposal. I don't think that you'll need any other fields.
In the US, the gift should have been put on the record for whoever signed the check that you received. If the donors paid you, they should receive the hard credit, however, if they paid Company A, which then paid you, Company A should have received the hard credit.
Drew
__________________ J. Drew Allen
Children's Hospital of Philadelphia
Crystal Reports and SQL Server Consultant
It is better to live your destiny imperfectly than to live an imitation of somebody else's life with perfection.
I am so confused. How is Company A involved? Did they send you any money at all? Didn't the individuals pay for the tickets themselves directly to you and get a receipt for the $75 charitable portion?
Is it an option to tie it in back through an appeal and split gift a single gift of $250 - $75 to a receiptable amount (individual appeal/fund) and the remainder to the 'corporate' fund/appeal, and link the org to that appeal through the proposal?
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It's midnight here... I really need to go to bed. Disregard the above if it makes no sense to you!
Sounds to me like the attendees think they are making a donation to your org. But in fact they are paying Company A so Company A can look like they are making the donation. On the surface it appears to be an ethically-challenged scenario.
Only $75 should have been entered in RE and accounting should record the balance as misc income since they are basically moving $49,175 to Company A to cover their proposal for scholarships.
Do the attendees know this was happening?
__________________ Michael J. Sherman
Database Administrator Sarasota Orchestra (name change 9/3/08)
The new Florida West Coast Symphony
Sounds to me like the attendees think they are making a donation to your org. But in fact they are paying Company A so Company A can look like they are making the donation. On the surface it appears to be an ethically-challenged scenario.
Only $75 should have been entered in RE and accounting should record the balance as misc income since they are basically moving $49,175 to Company A to cover their proposal for scholarships.
Do the attendees know this was happening?
I think this is the closest to reality as I understand it.
The donors will know that they got receipts for $75 despite the ticket costing $250. I don't know if they know what was hapening to the rest.
__________________ Peter Gulka
Chief Bus Driver
Blackbaud User Society www.blackbus.org
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