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Reconciliations

After a campaigns ends, you will need to submit final reconciliations before distributing funds to the end nonprofit

Updated over 3 weeks ago

Once a campaign ends, you will see "Needs reconciliation" as the status for the campaign.

If you click on the campaign, the message below will appear in the drawer. Click Complete campaign to provide total expenses and finalize the amount going to the end-charity.

Then, you will enter in the total amount of expenses incurred during the campaign, excluding any professional fundraiser fees.

Once total expenses have been finalized, click Proceed to review.

Here is an example of what the breakdown of funds could look like:

  • Total funds raised: $18,175

  • Total campaign expenses: $5,000

    • This is entered by the Professional Fundraiser, and is subtracted from total funds

  • Professional Fundraiser fee (based on a 10% PF fee): $13,175 (net total amount after expenses) x 10% = $1,317.50

  • Total amount returned to Professional Fundraiser: $5,000 expenses + $1,317.50 PF Fee = $6,317.50

  • Total granted to end-charity: $11,857.50

If all looks good, click on "Complete campaign." The total granted to the end-charity will then be disbursed to them after.

Note: Allow 3-5 business days for payout to show up in end-charity's bank account.

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