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Benevity matching gifts

  • 1.  Benevity matching gifts

    Posted 09-17-2020 01:42 PM
    Hi Everyone,

    We've received a check for a flat amount from the Benevity Community Impact Fund. I went to their website and downloaded the detailed disbursement report for this check and it includes two matches from two different companies. The company names aren't really detailed (UHG and Yum is the only information I'm given). Should I just use the headquarters address for the database? Also, one of the matches is from an unspecified donor, so what account should I soft credit the gift to? The other account has a name, but no address. Luckily, there's only one person in our database with that name, but they don't have any donations on their account. Shouldn't there be an original gift from them since this is a matching gift from a company? Also, I have no idea if this is the same person as the one with the gift match since there's no address provided. 

    Any help on this would be greatly appreciated.

    Thank you

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    Leah Heit
    Development and Special Events Coordinator
    Philharmonic Society of Orange County
    leahcheit@gmail.com
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  • 2.  RE: Benevity matching gifts

    Posted 09-18-2020 07:48 AM
    Hi Leah!

    UHG is UnitedHealth Group and I believe Yum is a fast food company. Benevity also processes payroll contributions, so it's possible that a) someone chose to earmark funds to your org from their paycheck with no match or b) they earmarked funds from their paycheck and Benevity sent it with a company match. You can usually see this at the bottom of the report - it have a few columns - source and then total donation amount, match and their service fee. There is typically a section for donor contact information that includes whatever the donor has chosen to share if you pull a detailed donations report. BUT it sounds like you may have an anonymous contribution - I would just soft credit the gift to an anonymous account with a note.

    For your name only donor, I think it's just worth giving them a call or email saying that you received a third party contribution with their name attached and wanted to confirm that they initiated the gift and/or how they want to be listed in your honor roll (if appropriate).

    Also note - for Benevity and YourCause, the orgs provide the donors with the tax receipts, so you should not. They are also both pretty explicit about the donating companies not wanting any acknowledgements, so you're probably OK there.

    Hope this helps!

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    Christina McNamee
    Senior Director of Advancement Services
    St. Stephen's and St. Agnes School
    cmcnamee@sssas.org
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  • 3.  RE: Benevity matching gifts

    Posted 09-18-2020 11:16 AM
    Thank you so much, this is super helpful! Unfortunately, the match that has a name attached doesn't include any contact information. Should I just make a new account with that name and leave the contact information blank? UHG has a note in the fee comment column "Cause Support Fee paid from match amount for match-eligible donations, or paid directly by UHG for all other donations", but there's no fee comment for Yum. Also, there's a column that says "total donation to be acknowledged" with both being 0 and a column for match amount and cause support fee. I think this would make it scenario a since the total donation to be acknowledged is 0?

    Thank you again for your help!

    ------------------------------
    Leah Heit
    Development and Special Events Coordinator
    Philharmonic Society of Orange County
    leahcheit@gmail.com
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  • 4.  RE: Benevity matching gifts

    Posted 09-18-2020 12:11 PM
    Hi Leah -

    We'll create new accounts with name only from data received from these kind of third party sites, and in the address field put "c/o Benevity" (and of course also mark them as having no valid address).

    Additionally, we receive some number of matching gifts we can't trace back and match to a constituent in our system, it seems to usually be a spouse's gift that triggered the match and we may not know about them. We haven't had good luck getting enough info to be able to find the original donor/gift so we use a "Matching Gift" appeal code since they're not being entered in as a traditional matching gift, with a MG pledge to post the gift against.

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    Tracey Mullane
    Director, Development Operations
    Partners In Health
    tmullane@pih.org
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