Lou Ellen, I'm reading two issues into your post. Credit card # storage and reminders for charging cards. How do you process/charge your credit cards? If it's through RE options and you're on RE 7.91, entering the card # on the constituent record should meet security standards. (Credit card...

Our credit card donations are posted just like any other gift type. Finance office reconciles credit card payment report with a list I run for them of credit card payments. At this point they have just requested the listing monthly. I know she has said it's not really a problem to run through list...

We have an event coming up September 10th and although we have Raiser's Edge, there is no card-present event solution. We need to run wireless credit card processing for a beach event. Then, at the after-party, we need to process credit cards via those wireless machines plus via a USB card reader...

As Melissa mentioned, the PCI compliance standards should determine many of your procedures. In addition to those standards and your procedures, you may also have laws. As my experience in dealing with CC is all in one state, I guess it could be a state law, but I don't think so. With the business...

[quote user="Elizabeth Rossi"] Hi everyone, i was just wondering, Can you do reoccuring gifts with credit cards instead of putting in pledges and applying gifts to the pledges. We have a program where individuals can give thru their credit card every month called miracle makers, they provide...

Thanks, everyone, for your feedback. Sandy Luckhurst reached out through e-mail and we talked on the phone about how her organization handles credit card processing. She shared her 10 years of experience with me and knowledge with IATS and Authorize.net as well as the reports she uses to reconcile their...

I don't know what auditors would say but just in RE it wouldn't work for us. Our 'acknowledgement/thank you is a combo piece with receipt. Through RE Mail > Receipts can not receipt pledges. It would have to be commited as a payment.

Melissa, your responses made me LOL in agreement. Excellent point about payment guaranteed once it's authorized. For profit business don't wait for reconcile to count CC payment as income for the day. This is definitely policy that's a barrier to efficiency, IMHO. Glad you are back to share...

I want to put this out there for all RE users to consider and help us come up with a solution. Our business office insists that we wait until credit card transactions have cleared the bank and are in our account before we send them deposits. As a policy, we batch all gifts. This means that we cannot...

I was just going to post the same question. I have heard the same about credit card gifts and would like to be directed to the correct IRS documentation. I'll check the FundSvcs.org reference. Thanks!