Stranded Funds Automation Settings

To configure your community's Stranded Funds Automation (SFA) settings, visit CSRconnect Admin Portal, Community setup, Give, Stranded Funds Automation.

Your role must include the Can Manage Stale Check Processing Setting permission to manage SFA settings.

Note: Because stranded funds must be redirected to an organization that uses the same processor as the original organization, some SFA settings are configured for each enabled processor.

Corporate Dollar Settings

  1. Determine whether your employees can select a redirect option when their company dollar donations enter SFA.

    • If this setting is disabled, your community’s corporate dollar donations will automatically redirect to the preferred alternate charity.

  2. If you allow employees to redirect corporate dollars, determine whether employees are limited to your preferred alternate and suggested organizations.

    • If this setting is disabled, employees can search the donation’s original bucket for another eligible charity.

Tip: Employee dollar donations include payroll and credit card donations. Company dollars are employer-funded donations, such as incentives, matches, and Cause Cards.

Alternate and Suggested Redirect Organizations

For each enabled processor, you can select a preferred alternate organization and up to four suggested organizations. Employees see these options when they select a redirect charity.

The preferred alternate organization also receives any automatically redirected donations. If no alternate organization is selected, the processor receives the automatically redirected donations.

  1. Under Eligible Organizations, select a bucket of organizations you can choose from when configuring your organization’s preferred alternate and suggested organizations.

    Note: Charity buckets are the lists of charities you can engage with for each feature. For example, you can only create fundraisers for charities you have included in your peer to peer fundraising bucket. Your Customer Success Manager (CSM) configures your charity buckets for you.

  2. Select Notification Settings to designate admins who will be notified if a preferred alternate organization becomes ineligible for giving. In this situation, an admin must log into the CSRconnect Admin Portal to update the alternate charity.

  3. For each processor, select Add Organization to add a charity.

    1. Search for a charity.

    2. Select it to add it to your suggested organizations list for the processor.

  4. Select Set as Alternate to make a charity your preferred alternate for that processor.

  5. Select Add Reason to include a reason why that charity is a suggested organization. This shows when employees select a redirect option.

Custom SFA Messaging

  1. Under Auto Redirect Communication, enter custom text that will appear in emails to donors whose donations have been automatically redirected due to donor inaction. This is an optional setting.

    • There is a 1000-character limit with no HTML/formatting options. Spaces are included in the character count. The text will appear below the introduction paragraph of the email.

  2. Under Customize Redirect Landing Page, enter custom text that appears for donors when they select a redirect option. This is an optional setting.

    • The Custom Message field limits entries to 1000 characters. Spaces are included in the character count.