Crimson 3: Contributions - Earmarks and Conduit Payments

Step 1 – Enter the Conduit’s Contribution:

  • Know the aggregate amount for the conduit based on the total of your earmarked contributions and the date they were transferred.
  • Enter it like a regular receipt EXCEPT select the Payment Type of EM – Earmark
    • By selecting this payment type, this payment will automatically be marked as a memo with FEC Memo Text of “See Attributions below for All Donors above Itemized Threshold”.

Step 2 – Enter the Earmarked Contributions:

Option 1 – Manually Applying Each Earmarked Contribution

  1. Under the conduit’s money record, click the Adjust button and select EM - Earmark Attribution under the Adjustment drop-down menu.

 

  1. Then enter the Adjustment Date, the Adjustment Amount, and search for the donor who should be attributed with this amount by PID or name.

**Please note: Donor records should already be created in Crimson.

  1. Click Apply.
  2. Continue to apply all of the individual earmarked contributions until done.

**Please note: For the earmarked attribution records, the FEC Memo Text will read “Earmark from _______” with the name of the conduit’s record.

Option 2 – Import the Earmarked Contributions

  1. Under the conduit’s money record, click the Earmark Attribution Import tab.
  2. Follow the normal importing steps 1 – 4
  • Step 1: Upload File
  • Step 2: Import Type
  • Step 3: Mapping
  • Step 4: Validate and Import

 

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