Gifts made via third parties (e.g. JustGiving) often have fees associated with them. Conversely, those same agents also sometimes claim gift aid (a UK tax relief) on our behalf. Both these factors combine to mean that the amount the donor pays is rarely the amount we receive in the bank.
This affects our organisation (difficulty reconciling Raiser’s Edge with our finance package), but also comes up when our more engaged fundraisers want to know the exact amount (including gift aid) that they've raised.
The ability to associate fees and gift aid with gifts would allow us to handle these situations much more intelligently. The ability to configure business rules to automatically apply these fees and gift aid would be even better.
Currently there is no easy way to compute and notate Gross, fees, and Net when entering gifts. These numbers are critical for me to reconcile with my Finance department – they only care about Net, but I need the gross to be able to thank the donor for the actual amount they gave. If it were built in as an option to designate fees and automatically compute the Net, it would be easy to show in queries, exports, and reports.
Absolutely! United Way and employee giving!! This is NOT the receipted amount, which should still be the same as the total gift, but it should be the amount received, which will balance to finance. Since RE will not allow a negative entry, we have no way to record these correctly.