In GivingFuel, donors can submit donations on behalf of an organization! When this option is utilized, the organization name will display in the donation summary, year-end statement and in the donation and recurring donation reports.
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Enable up the Organization Name Field
Go to the Pages tab from the top main menu, and click View All Pages
Click the pencil icon under the page you want to edit
Scroll to the billing section, and click the pencil icon on the Organization Name field
Toggle the Enable button to Yes
Toggle the Required field to Yes or No
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
FAQs
Who is listed on the year-end statement when a donation is made on behalf of an organization?
Who is listed on the year-end statement when a donation is made on behalf of an organization?
When a donation is made on behalf of an organization, the organization is listed as the primary contact on the year-end statement and is considered the donor for tax purposes.
The individual who completed the donation will still be included on the statement, but their name will appear under the organization name as a secondary contact.
How are donations tracked when someone gives on behalf of an organization?
How are donations tracked when someone gives on behalf of an organization?
When a donation is made on behalf of an organization, GivingFuel stores the organization name as the primary contact in the CRM.
In the Donations and Contacts tabs, the organization name will initially appear as the main name on the donation or contact. The individual’s billing name is still captured and displayed directly under the organization name.
Pro Tip: If a donation is made on behalf of an organization, you can find it in the Donations or Contacts tabs by searching for the organization name, the donor’s billing name, or the billing email address.