CSR Partner Best Practices

Payroll Deduction

Encourage CSR managers to overcommunicate timeline and process and make it apart of their campaign messaging. And deflect inquiries to appropriate donor/employee support portal by including direct links to support forms.

Tactically market the payroll deduction opportunities; create once quarterly events to stretch out the cycles of disbursement and request – suggest that they think of payroll deductions like long term investing – set it and forget it

In addition to setting employee expectations, quarterly submissions will provide clients with ample time to manage the administrative aspects such as employee departure or refund requests. Since NFG cannot refund the batch donations once they are funded, getting the data right the first time will avoid some serious issues down the road.

Match

When NFG is the processor for both the original donation and the match, include Donation ID and Original Donation ID. Right now, these fields are not required, but for clients with a matching option for Payroll and CCAPI we strongly recommend you accommodate these values in your build. Donation ID is the only unique donor level detail shared with NFG by the partner.

Disaggregate campaign by employee match and submit the match file. This is very helpful for NPOs who often need to tie the matching donation to the original donation so that they can make the appropriate acknowledgements and requests the following year. By including the “match for” field for each donor, we reduce the risks associated with charities reaching out to the corporate client with requests for information.

Either disaggregate like above OR aggregate rows by NPO, omit employee/’match for’ details, and submit a non-matching file. This will limit confusion, since there is no obvious indication to the charity that they ought to categorize the donation as a ‘match’. The original donor will not receive a match acknowledgment from the NPO.

Credit Card API

Credit Card donations will fail if the charity is not eligible according to NFG/GuideStar’s records. Since eligibility criteria such as Opt-out status can change at any time, please consider building a process to automatically check and remove cached bad charities. NFG updates its cache every 10 days.

If your client is matching credit card donations it is advisable that the match tie to the original donation via the Original Donation ID field.