The financial and administrative workflow of matching bulk corporate workplace giving distributions with the individual employee names, transaction dates, donation amounts, and tracking codes that originally generated those funds.
Ensures that corporate philanthropic dollars and employee payroll deductions are distributed accurately, transparently, and in strict compliance with audit standards. It verifies that corporate matching funds are only sent to the specific, verified nonprofits that employees selected.
A critical back-office accounting task necessary for maintaining clean donor records. When a CSR portal sends a single, lumped payout check, the gift processing team must execute the reconciliation process to figure out which individual donors to thank and soft-credit in their CRM database and ensure proper accounting.
The reconciliation process bridges the gap between the corporate payroll ledger and the nonprofit's financial database through four distinct phases:
Employees make donations via payroll deductions or match requests throughout the month. The corporate CSR portal tracks these individual lines.
The corporation or its CSR vendor pools all funds together and issues a single lump-sum payout to the nonprofit, typically on a monthly or quarterly cadence.
The nonprofit receives the lump-sum payment along with a corresponding disbursement report (often a CSV spreadsheet) containing the breakdown of individual employee allocations.
The nonprofit's gift processing team matches the payout to donation details in their CRM, while the development team uses the data to apply soft credits to individual donor profiles for tax-receipting and thank-you notes.
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