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United Way and Workplace Giving recording

  • March 26, 2026
  • 1 reply
  • 32 views
J

For the 501c3 orgs that use EveryAction, this question is for us. United Way and other workplace giving/3rd party gift processors love to take processing or admin fees out of the pledges. This creates chaos in properly recording the donor’s gift! How are you recording these gifts and, ideally giving the donor credit? Pledges--how are you reflecting them being paid, since UW takes forever to payout pledges? Soft Credits--how do you know which donor to attribute the gift to? And of course, if you sync your EA donations with your org’s Finance Dept, how do you make sure these gifts aren’t being double counted? I’d love to hear from anyone who has figured out a way to make this work.

    1 reply

    S

    Hi,

    1. When there are processing fees taken out, I record the whole amount before fees for the Donor.  If the fees are not linked with a Donor, then I record them as a Merchant Services Fee.
    2. Pledges like UW, I record the pmts when they come in, using that date. 
    3. Soft Credits-On Workplace Giving, the employee gets the hard credit. There is no Soft Credit on this side.
      1. If the company does a match or pays in the employees name, such as for volunteer hours, then the Company gets the hard credit and the Employee is listed as the Soft Credit.
    4. As to the push to the financial system, I have not done that yet but see that it relates to the mapping that goes tot he accounting system.
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