1 the dpc who we are what we do and ….why should you care…
TRANSCRIPT
1
The DPC
Who we are
What we do
AND ….why should you care…..
2
WHAT IS THE “DPC”?
The DPC is the Hadassah National Data Processing Center, which is responsible for processing all Membership and Fundraising transactions. This includes the following:
• Memberships• Associates• Grassroots Donations• Keeper /Chai Society• Major Gift Donations/Pledge Payments • Yahrzeit Purchases and Donations• Chapter/Unit Remittances• Direct Mail Contributions (campaigns, appeals, etc.)• Issuance of Tax Letters (for donations received at National)• Certificates:
• Order-taking• Issuance• Mailing
• Member/Donor Updates to PledgeMaker, such as address change, Email, name change, status change, etc.
• Input of PIF (Portfolio Information Forms)• Israel Recognition into PledgeMaker
In addition, the DPC reconciles deposits, credit cards and online donations to PledgeMaker for Finance. Coordination occurs routinely with the Development, Membership, I.T., Finance and Communications Divisions.
3
Remittance of Funds to NationalDO NOT HOLD CHECKS
Deposit checks that include COUVERT locallyRemit DONATION checks to National
Send all donation checks to National
Bequests/Stocks and Bonds – Send to National
Send Funds weekly
Use the new Unit Remittance Forms – on the Intranet
All Checks Made Payable to Hadassah
Forward donation portion of couvert + donation checks to National
Consider Mailing Checks using USPS return receipt or certified mail to insure delivery
4
Unit Remittances
It Really is
Easier
5
6
*** A Unit Remittance Form must accompany all checks ***
The Major Gift form must accompany all Major Gift remittances
7
Unit ChecksDonor Checks/Credit CardsRemittance Forms
Remitting Donor
Checks/Credit Cards
8
• Use this form when forwarding donation checks/Credit card forms received by your unit.
• Forms have ben preprinted with your unit’s name, R/C/G number and PledgeMaker ID number, and blanks are available on the intranet
• Please include your contact information
• Donor checks and Credit card charges should be submitted on separate forms
• Please remit separate remittances for each project and check the box for the project
• Please indicate the # of checks/Credit card forms and $ total on the top of the form
Remitting Donor
Checks/Credit Cards (cont.)
9
Donor’s names and addresses are required to properly identify a donor.
Please add the donor’s address or ID # (if known) on the check, if an address is not printed on a check/form
10
Credit Cards
Individual Credit card forms must be attached * List # of Credit card forms and $ total
Credit card $ Total = Remittance Form $ Total
* Please DO NOT include Verification/Security Code on forms
Please do not highlite anything
11
Remitting Individual Donor Checks/Credit Cards
12
Unit ChecksOnly checks that include Couvert should be deposited in your unit bank account.
Use this form to submit the Donation portion of payments that include a donation and Couvert.
• Please use a separate form for each project
• Complete the Unit Section of form including your Unit Name, R/C/G, Unit PM ID # and your contact information
• Choose a Project from the drop down list
• Donor IDs are required; when a Donor ID is not available, please list name and address
• Please enter NEW in the ID column for a new donor, and list their address
• Chapter gifts - Enter Chapter as the donor for chapter gifts
• Contributions from donors that cannot be identified will be credited to the unit submitting this form and will be excluded from a donor’s National Cumulative Giving calculations
13
14
Membership Payments
Hadassah Membership
40 Wall Street
PO Box 1101
New York, NY 10268 -1101
Donations/Pledge
Payments
Hadassah
40 Wall Street
PO Box 1100
New York, NY 10268 -1100
Hadassah
40 Wall Street – 8th Floor
New York, NY 10005 - 1387
General Hadassah Mail
HADASSAH ADDRESSES
16
Remittance Processing Summary1. Individual donation Checks/CC charges
a. Send to National with a properly completed remittance formb. Please submit separate forms for Checks and credit card payments
2. Couvert only Checks a. Deposit locallyb. Pay Billsc. Send a Chapter Check for total $ above costs to National, as a donation crediting the unit
3. Checks from individuals – that include Donation and Couverta. Deposit Checks dailyb. Pay billsc. Donations => $250 must be receipted locallyd. Send a Chapter Check for total $ above costs to National, with a list of donors to be credited
4. Funds received for goods or services - Example: Ads, Garage sales, etc.a. Deposit locallyb. Pay Billsc. Send Chapter Check for total $ above costs to National, as a donation crediting the unit
5. Funds received from an “Angel” to underwrite (sponsor) a chapter event or projecta. Deposit locallyb. Receipt locallyc. Send a Chapter Check for $ above costs, as a donation credited to the “Angel”
6. Checks/ CC charges for Certificatesa. Certificates from Individuals - Send to National - see # 1 aboveb. Certificates from multiple donors
i. Send Checks to National with a certificate request form clearly indicating that they are all for ONE certificateii. Special arrangements can be made by, by calling the certificate line – 212-685-9550, if the certificate is needed
before all Checks have been collected.
17
Who is responsible for issuing tax letters
Responsibility for tax letters is determined by:
WHO DEPOSITS THE DONOR’S CHECK
• If a Chapter or Group deposits a donor’s check or charges their credit card ( donation + couvert ) – The Chapter or the group issues the tax letter for the Donation portion of the check
• If National deposits donor’s check, or charges their credit card – National issues the tax letter.
18
DPC Contacts
Jane Nyce, ChairEmail: [email protected]
Phone: 212-303-8062
David Taubenfeld, DirectorEmail: [email protected]
Phone: 212-303-4500
Angela Solomon, ManagerEmail: [email protected]
Phone: 212-303-4507
DPC Certificate DepartmentEmail: [email protected]
Phone: 212-685-9550