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Attribute Gifts to Organizations

Goal: Credit a donation, recurring gift, pledge, or sponsorship to the organization that gave it — not just to a person — so the organization's giving history is complete.

Staff: record a gift for an organization​

When recording fundraising activity, you can attribute it to an organization instead of (or in addition to) a person:

  • Record a donation — in the donation dialog, switch the donor from Individual to Organization and pick the organization. Use the organization search to select an existing one, or type a new name to create it on the spot.
  • Create a pledge — choose an organization as the donor instead of a person.
  • Record an in-kind donation — attribute the gift to an organization.
  • Create a sponsorship — switch the sponsor to Organization so the sponsorship is credited to the company rather than an individual contact.

In each case the gift rolls up into the organization's Total Giving and shows on its Involvement tab.

tip

The organization picker recognizes existing organizations by EIN first, then name, so picking "Globex" will attach to your managed "Globex Inc." record instead of making a second one.

Donors: give on behalf of your organization​

Signed-in donors can give on behalf of a company or organization from the donation form:

  1. On the donation page, turn on "Donating on behalf of an organization?"
  2. Enter the organization's name (and EIN if known). You don't re-enter your own details — your account is used automatically as the contact.
  3. Complete the gift as usual. This works for both one-time and recurring donations.

Behind the scenes, Omnivo matches the name/EIN to an existing organization (or creates one), credits the gift to that organization, and records you as a contact affiliated with it. See Affiliations.

For a recurring gift, every payment is credited to the organization: the first one, charged when the gift is set up, and each scheduled payment after it.

Hard credit vs. soft credit​

Today, attributing a gift to an organization is a hard credit — the organization is the donor of record for its giving totals, reporting and year-end statement. The individual who submitted it is kept as the contact, not as a separate credited donor.

The gift counts toward the organization's Total Giving, not toward the contact's lifetime giving or giving level. Total Giving, like a person's lifetime giving, counts what the organization actually gave: completed gifts, and partially refunded gifts at the amount kept. A payment that is still pending, failed, was refunded in full or was returned by the bank stays on the Involvement tab with its status but adds nothing to Total Giving.

What each document says:

  • Year-end statement — the organization's gifts go on a statement of the organization's own, with its name and address. It is emailed to the organization's contact email or, if none is on file, to the contact on its most recent gift. The gifts never appear on the contact's personal statement.
  • Per-gift receipt — still addressed to the contact who made the gift, by name.
  • Donor portal — the contact's giving history and tax summary show only their personal gifts.

:::note Recurring payments made for an organization before this was fixed Payments of a recurring gift made for an organization used to be credited to the contact who set it up, as if the contact had given them personally. Those earlier payments have been moved to the organization. They now count toward the organization's Total Giving and no longer toward the contact's lifetime giving, so some contacts may have dropped a giving level.

Receipts and annual statements that were already issued have not changed. If a contact's year-end statement listed the organization's payments as the contact's own giving, void that statement and generate it again. The new statement leaves those payments out. They go on the organization's own statement instead, which the year-end run for all donors produces. See Void and Correct Receipts. :::