We recommend adding functionality in RE/RENXT donation forms and batch processing so that donor-covered fees are automatically assigned to a designated campaign and appeal.

Currently, donor-covered fees inherit the campaign and appeal of the associated gift, which causes challenges for both reporting and finance reconciliation. To address this, we have created a dedicated campaign and appeal for donor-covered fees. However, at present, staff must manually update each record, which is inefficient and error-prone.

Why This Is Important:

• Accurate Reporting: Donor-covered fees should not inflate giving totals in the Annual Fund or other campaigns. Automatic assignment ensures campaign and appeal reporting reflects true donor intent.

• Finance Operations: Business Office partners require donor-covered fees to be tracked and reconciled separately for GL alignment. A dedicated campaign/appeal improves financial transparency and compliance.

• Efficiency & Data Integrity: Manual updates increase staff workload and introduce risk of errors or inconsistencies. Automation would streamline processing and ensure clean, accurate data.

• Audit & Stewardship: Having donor-covered fees categorized correctly supports donor transparency, audit requirements, and stewardship reporting.

Proposed Enhancement:

• Add an option in donation form or batch settings to specify a default campaign and appeal for donor-covered fees.

• Ensure these values are applied consistently across online gifts, recurring gifts, and imported batches.

This automation would save time, improve accuracy, and strengthen reporting integrity for Advancement and Finance teams.