Crimson 3: Contributions - JFC Contributions and Attributions

When a committee receives a contribution from a Joint Fundraising Committee (JFC) both the JFC check and the attribution information need to be entered. There are two ways to get the attribution details into Crimson, but first you will want to start by entering the JFC’s contribution.

Entering the JFC Donor Record

If the JFC doesn’t already exist in Crimson, then use the Add a Record dashboard button on the People Dashboard to create the record. Be sure to use the People Type of J - Joint Fundraising Committee.

Entering the JFC Contribution

Rather than using the Data Entry module, you can add the contribution directly into the JFC’s people record:

  1. Use the People Search to find the JFC’s record and open its profile.
  2. Select the Giving History panel to see the Giving History panel summary. Click the blue  button.
  3. Enter in the Amount of the gift (this should be the actual check/wire amount received from JFC).
  4. Complete the remaining fields: Batch #, Batch Date, Fund Code and Source Code.

 

  1. Change the Payment Type to JF – Joint Fundraising Committee and click Save.

Importing Attributions

First, you will need to format the file to fit the following criteria:

  1. Must be saved as an excel document.
  2. Must have the following required fields:
  • LAST NAME/ORG NAME
  • FIRST NAME
  • RECORD TYPE
  • AMOUNT
  • SOURCE CODE
  1. May also want to include the following fields:
  • STREET
  • CITY
  • STATE
  • ZIP
  • BATCH DATE

 

(**Please note: When used, this batch date will be on the FEC report. If not used then the JFC payment’s batch date will be used for all attributions as default).

  1. Remove any superfluous rows and columns.

When your file is ready:

  1. Perform a People Search to find the JFC record you keyed earlier.
  2. Open the contribution that you wish to attribute funds to.
  3. Click on the JFC Attribution Import tab along the top of the screen.
  4. Follow the steps to complete the import. In Step 1 Upload File, click on the Choose a File section to select the file of attribution details that you saved and the worksheet that should be used. The records should fill into the space below Step 1. **If no records auto-populate here, please go back and check the formatting of your file.
  5. In Step 2 Import Type, enter the Number of Gifts and Total Amount that is in the excel file. Check the “If data already existed Overwrite existing data?” checkbox if you want to overwrite any existing data.
  6. Click on Step 3 Mapping to begin mapping the column headers in your file to the field names in Crimson. Please see the Crimson 3 – Auto and Load Mapping guide on the HelpDesk for information on that feature. **Please note: If you would like to save the mapping to use in the future, click Save Mapping.
  7. Next, in Step 4 Validate and Import, click the Validate and Import button. If there are any errors, fix them in the file and start the import process again with the corrected excel.
  8. If there are no errors, the file will automatically import. When the load is complete a message will appear stating, “# of records imported.” The import is complete.

OR Manually Key Attributions

Manual entry of attributions is very similar to partnership attributions and other adjustments. Before you begin assigning attributions you will need to make sure each of the recipient donors are in Crimson. You can do this by using the Add a Record feature under the People Dashboard. Then take the following steps:

  1. Perform a People Search to find the JFC record you keyed earlier.
  2. Open the contribution that you wish to attribute funds to.
  3. Click on the blue Adjust button.
  4. Choose the adjustment type AB – JFC Attribution.
  5. Enter the appropriate Adjustment Date and Amount.
  6. Enter the donor’s PID or First and Last Name then click the search button.
  7. Once the correct donor is located, click Select.
  8. Now click Apply to complete the attribution.
  9. Repeat the process for each donor you wish to attribute funds to.
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