Independent: A stand-alone organization that is managed outside of the scope of a group ruling, federated model, or chapter structure that does not rely on any other organizations to receive their contributions. Independent organizations also do not process donations on any other entities behalves.
Chapter/Affiliated Organization: A chapter or affiliated organization, according to the YourCause system, is any local affiliate or office who relies on a central authority to receive their donations. If you share a group ruling number, or EIN, with an entity that also processed donations on your behalf, your organization will be classified as a chapter/affiliate.
Manager: Manages the following within the YourCause Nonprofit Platform: Profile, Addresses (except Remittance Address), Contacts, Documents, Chapters, Sustainable Development Goals, Donation Verification, Volunteer Hour Verification, and Compliance. Does not have the ability to modify disbursement address nor banking information, and is not able to invite users or approve admin requests. This role is appropriate for any staff or volunteers who should not have the capability to change where funds are sent, for example.
Administrator: In addition to the permissions granted to a Manager, the Administrator can edit the Disbursement Address, manage bank information, and manages administrators and users.
Individual: An individual donation made by an employee through the CSRconnect system.
Employer Match: A transaction resulting from an employee requesting a match to a donation made on the CSRconnect platform, or through other offline means. You can determine whether the initial gift was made within our platform of not by downloading the report and viewing the Giving Type on the report. Offline Match indicates the gift was made outside of our system.
Donation Date: The date that the donation was made.
Payment Create Date: The date that the payment record was created (i.e. Processing Date)
Payment Status Date: The date that the current Payment Status was set
Transaction Amount: The amount the donor gave (including any fees)
Received Amount: The amount that the NPO received (Receipt Amt - CC fees)
Payment: A disbursement made via check, ACH, or wire transfer that often includes a series of donor transactions and/or matching transactions
Transaction: An individual donation relating to a payment made to an organization. Payments often include multiple transactions such as individual gifts or employer matches.
Disbursement: A disbursement refers to a payment that has been processed and sent to your organization; either by physical check or through an electronic payment (ACH). You can manage your disbursement information such as mailing address and banking information for electronic processing by selecting 'Administration' >> 'Disbursement Information'
Registered Address: The address at which your organization is registered, according to your Registration Authority (i.e. IRS)
Display Address: The address at which your organization is physically located.
Mailing Address: The address to while your donation disbursements should be sent.
Affiliations: Affiliations are used by our partner companies to help them find organizations that are a fit for their own CSR mission. Select all that apply to your organization or any of your ongoing programs.
- Politically Affiliated
Organizations that operate primarily to raise or spend money to influence the selection, nomination, election, or appointment of any individual to any Federal, State, or local public office. Examples include political parties, political action committees, and Super PACs.
Organizations with a fraternal purpose where membership is based on a common tie or in pursuit of a common object. Fraternal organizations that operate under a loge system or for the exclusive benefit of the members of the fraternal organizations. Examples include Elks Lodge, Moose Lodge, Freemasons.
Organizations that operate primarily to raise or spend money for the exclusive benefit of veterans of the United States Armed Forces.
Organizations that operate primarily to raise or spend money for a particular sect or denomination. Common examples are denominations of a religion, ethnic identity, class, or region.
Organizations where members meet regularly to perform charitable works either by direct hands-on efforts or by raising money for other organizations. Examples include honor societies, professional associations)
A religious organization is one formed and operated for religious purposes and actively promotes the advancement of its religion via various activities. Common examples include churches such as synagogues, mosques, temples, as well as religious organizations that require those who receive services to participate in religious activities such as requiring religious education and /or prayer prior to receiving a meal.