Stranded Funds Automation redirects

When a donation becomes a stranded fund, CSRconnect prompts the employee to resolve the issue by selecting a redirect option. Donors have 30 days to redirect their donation through the Stranded Funds Automation (SFA) process.

For more about stranded funds, see Stranded Fund Automation.

Donors will see the following redirect options if they have been enabled for their community:

  • Preferred alternate organization: Client admins may select one alternate organization for each enabled processor. This nonprofit is featured as a preferred option.

  • Other suggested organizations: Client admins can select up to four additional suggested organizations for each enabled processor.

  • Reissue to original organization: The donor can choose to redirect stale funds to the original organization. This option cannot be turned off, but it may be unavailable if the charity is ineligible for giving.

  • Search for another organization: If enabled, the donor can search for an eligible charity from this feature's charity bucket.

  • Donate to donation processor: If all other redirect options are turned off, currently ineligible to receive funds, or not configured, donors will have the option to donate their stranded funds to the processor.

Note: Because stranded funds must be redirected to an organization with the same processor as the original organization, only charities with the required processor will appear when an employee is selecting a redirect option.

In the following situations, a stranded fund may be automatically redirected without additional input from the user:

  • The donor does not select a redirect organization before the 30-day deadline.

  • The donor selects the Reissue to original organization option and the funds go stale again.

  • The donor is no longer an active employee.

Automatically redirected donations go to your community’s preferred alternate organization. The processor will serve as the default alternate organization if no alternate has been selected.

When a transaction tied to a recurring payroll pledge enters SFA, the user is notified and allowed 30 days to redirect the donation.

  • If the user redirects the donation, the original pledge is canceled and a new recurring payroll pledge is created for the newly selected organization.

  • If the user does not respond, the donation is auto redirected to the company selected alternate organization. The recurring payroll pledge is canceled.