Stranded Funds Automation Email Notifications

Preview the email notifications your employees receive when a charitable contribution cannot be processed and must be resolved through Stranded Funds Automation.

Stale Transaction Reminder (SC014)

Weekly digest email alerting the donor that they can take action on a stranded fund or a donation at risk of becoming a stranded fund.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Email sends weekly if the employee has a transaction to redirect OR a donation at risk of becoming a stranded fund.

  • Option to turn email on/off? You can exempt some users from receiving this email using email exemptions.

  • Option to customize email? No

Subject line: Action needed for your [Community Name] donations

Email header: Your Donations Need Attention

Email text:

Hello [First Name]

We want to ensure your donation has the impact you intended. The items below require your attention.

Checks expiring soon

These checks have not been deposited by your intended organization and will expire soon.

To help this donation reach your chosen organization, you can reach out to the organization. Sign in now to view the organization’s contact details and a sample email to send them.

Organization:

Registration ID:

Original payment date:

Check number:

Transaction amount:

Void date:

Donations ready to redirect

These donations could not be delivered to your intended organization.

Sign in now to choose a new organization. If you do not take an action by the deadline, we will redirect your donation to an organization selected by [Employer Name]. This cannot be reversed.

Organization:

Registration ID:

Transaction amount:

Redirect required by:

Sign in now to manage your affected donations from Action Required. You’ll receive this summary weekly until all donations are resolved.

Donation Redirected (SC012)

Notification advising donor that a stranded fund donation was redirected to their employer's alternate organization.

  • Sender: System

  • Recipient: Employee donors outside of California

  • Trigger: Stranded fund donation redirected to employer's alternate organization

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Donation automatically redirected

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program. We could not process your donation to the charitable organization you selected.

{Reason for the stranded fund}

We automatically redirected your donation to {Employer's alternate organization} based on your employer's selected alternate organization. In addition, we stopped any recurring donations that applied to this donation. Please allow 12-24 hours for the system to reflect these changes in your account.

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction:

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Charitable Contribution + Match Redirection Confirmation (SC003)

Notification confirming the donor's choice to redirect an employee dollar donation and corporate dollar donation

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Donor redirected an employee dollar donation and corporate dollar donation

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Charitable Contribution with Match Redirection Confirmation

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

This message confirms your choice to redirect your donation(s). Please allow 12-24 hours for the system to reflect these changes in your account.

Recurring payroll pledges in this redirection will continue with your new selected organization. You can make changes to your pledge from My Giving.

Original Transaction Information

Organization: Address:

Registration ID:

Amount:

Transaction(s):

 

Employee Donation Redirected To

Organization: Address:

Registration ID:

Amount:

 

Employer-sponsored Donation Redirected To

Organization:

Address:

Registration ID:

Amount:

Charitable Contribution Redirection Confirmation (SC004)

Notification confirming the donor's choice to redirect an employee dollar donation.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Donor redirected an employee dollar donation

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Charitable Contribution Redirection Confirmation

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

This message confirms your choice to redirect your donation(s). Please allow 12-24 hours for the system to reflect these changes in your account.

Recurring payroll pledges in this redirection will continue with your new selected organization. You can make changes to your pledge from My Giving.

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction(s):

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Match Redirection Confirmation (SC008)

Notification confirming the donor's choice to redirect a corporate dollar donation.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Donor redirected a corporate dollar donation

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Charitable Contribution with Match Redirection Confirmation

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

This message confirms your choice to redirect your donation(s). Please allow 12-24 hours for the system to reflect these changes in your account.

Recurring payroll pledges in this redirection will continue with your new selected organization. You can make changes to your pledge from My Giving.

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction(s):

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Charitable Contribution Redirected (SC005)

Notification advising donor that a donation payment was redirected based on a previous organization selection. This occurs when multiple transactions in a recurring donation series enter SFA.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Transaction from a recurring donation is redirected

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Charitable Contribution Redirected

Email header: N/A

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

There were multiple transactions in transit for a previously redirected donation. We could not process one of these payments.

{Reason for the stranded fund}

We redirected this payment based on your original charitable organization selection.

To view the status of this donation, log in to your community.

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction:

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Contribution Redirected Due to Inaction (SC006)

Notification alerting donor that their redirect window expired and the fund was automatically redirected to the alternate organization.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Donation automatically redirected after inaction

  • Option to turn email on/off? No

  • Option to customize email? Yes – Admin can add custom text from CSRconnect Admin Portal, Community setup, Give, Stranded Fund Automation, Auto Redirect Communication

Subject line: Charitable Contribution Redirected Due to Inaction

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

We recently contacted you because we could not process your donation to the charitable organization you selected.

{Reason for the stranded fund}

There was a 30-day period during which you could resend the funds to the original charitable organization, or you could choose another charitable organization to receive your donation.

Since we did not receive instruction on how to proceed, we automatically redirected your donation to {Employer's alternate organization}. In addition, we stopped any multiple deductions that applied to this donation.

Please allow 12-24 hours for the system to reflect these changes in your account.

{Optional custom text}

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction:

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Charitable Contribution Automatically Redirected (SC007)

Notification advising donor that a donation was automatically redirected to their employer's alternate organization.

  • Sender: System

  • Recipient: Employee donor

  • Trigger: Donation automatically redirected

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Charitable Contribution Automatically Redirected

Email header: Donation Redirected

Email text:

Hello {First name},

You used {Community name} to send a monetary donation to {Charity name}.

YourCause helps to manage {Company/foundation name}'s charitable giving program.

You previously chose to redirect your {Donation type} donation. We could not process your donation to the charitable organization you selected for redirection.

{Reason for the stranded fund}

For this reason, we automatically redirected your donation to {Employer's alternate organization}.

Original Transaction Information

Organization:

Address:

Registration ID:

Amount:

Transaction:

 

Redirected To

Organization:

Address:

Registration ID:

Amount:

Ineligible Charity Notification (SC010)

Notification advising admin that a preferred alternate organization for Stranded Funds Automation became ineligible for giving.

  • Sender: System

  • Recipient: Admin

  • Trigger: A preferred alternate organization is not eligible for giving, requires vetting, or is removed from the community's charity bucket

  • Option to turn email on/off? No

  • Option to customize email? No

Subject line: Stranded Funds Automation - Action Required

Email header: Ineligible Charity Notification

Email text:

Your community selected {Organization name} as the default charity where stranded funds are automatically redirected if donors do not select an alternate organization within the time period allowed. Unfortunately, this organization is not currently eligible or is no longer an option in your community's Give program.

You must log into CSRconnect to update your community's default charity.

Organization:

Address: