Who Gets the Fundraising Fees?
When you process a campaign for other United Ways (hereafter referred to as an Out of Area campaign), you need to set the proper Fundraising Account on the pledges. The Fundraising Account is the United Way in whose service area the pledge was raised, the one who reports the pledge on their DB2 report. It is NOT who gets paid for collected fundraising fees.
By default, the Fundraising account is your United Way, and the field is disabled. For an Out of Area campaign, you must set a Processing Option on all the affected company accounts (including subsidiaries). The Processing Option allows you to update the Fundraising Account or tells Andar how to update it based on ZIP/Postal Code.
If you have the Standard-M module, you can control who gets the fundraising fees by setting up contracts within the Donor Choice Structure. Set the fees on the Node contract for the most common scenario, then set up Fundraising contracts for the exceptions.
For example, you usually pay the 3% fundraising fee to the Fundraising United Way, but for United Way of Beige County (UWBC) you keep them. At the Campaign level:
- On the Node contract enter 3% in the Fundraising Fees/Amounts for Fundraising Account fields.
- Add a contract where UWBC is the Fundraising Account.
- Enter 3% in the Fundraising Fees/Amounts for Processing Account fields.
- Enter 0% in the Fundraising Fees/Amounts for Fundraising Account fields.
Get details on which processing option to use in Customer Support!
Read About Processing Options