Donor Fee Processing

When a donor gives through a platform like iDonate, they sometimes cover donor fees (like credit card or processing costs). How those fees are recorded in your CRM (like Salesforce or Virtuous) depends on which donor fee processing mode you use: Standard or Rollup. So what's the difference?

Standard

One record will be created in your CRM for each designation donated to by the donor. All fees paid by the donor will go to the fund selected as the Donor Fee Designation.

Single Designation Scenario

• Donation: $10 to Designation A
• Donor Cover Fee: $0.60 
• Outcome: Integration receives two records
  • $10 to Designation A
  • $0.60 to Donor Fee Designation

Multi-Designation Scenario

• Donation: $30 split across Designations A, B, and C
• Donor Cover Fee: $1.10
• Outcome: Integration receives four records
  • $10 to Designation A
  • $10 to Designation B
  • $10 to Designation C
  • $1.10 to Donor Fee Designation

Rollup

Any donor fees paid will be calculated for each designation and applied to those designations respectively before being sent to your CRM.

Single Designation Scenario

• Donation: $10 to Designation A
• Donor Cover Fee: $0.60 
• Outcome: Integration receives one record
  • $10.60 to Designation A 

Multi-Designation Scenario

• Donation: $30 split across Designations A, B, and C
• Donor Cover Fee: $1.10
• Outcome: Integration receives three records
  • $10.36 to Designation A
  • $10.36 to Designation B
  • $10.38 to Designation C