BETA – IN PROCESS!!
Cross-Affiliate crediting is used for donations that are entered in one affiliate, but were solicited by or will be used by another affiliate.
For example, a gift of $15M was solicited by BWH for a program administered by MGB; the gift needs to be deposited at MGB but BWH will receive fundraising credit.
- Gift deposited and Fed to Finance: The gift should be entered as it normally would at the affiliate that will deposit the revenue, including posting the donation to finance. In this example, MGB would record the $15M as a pledge, and post the pledge so finance can record the expected receivables.
- Reporting Footnote Attribute: This gift should receive the gift attribute ”Reporting Footnote”, value of “Roll-up Reporting – Cross Affiliate Crediting” and an appropriate description in the attribute comment. In our example, the comment could read something like “$15M pledge booked by MGB for processing but fundraising credit to BWH.”
- Totals: This donation is suppressed from cross affiliate reports for this affiliate. So in this example, on cross-affiliate reports like FIR1032 this donation is removed from MGB fundraising totals.
- Recognition gift: This revenue is entered at the other affiliate for recognition credit only. This transaction should NOT be posted to finance. This transaction is entered for Recognition crediting purposes only.
- Inbound Channel: A specific inbound channel is used for these donations, please work with the EDO so we can activate the inbound channel ” Cross Affiliate Gift Credit” for this donation only.
- Totals: This transaction will appear in affiliate reports as a regular transaction in affiliate reports AND in cross-affiliate reporting.