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Article ID: KB336
Keyword Name: Joint Fundraising Committee, Transfer-In, Financial, Transfer, JFC, Contribution, Compliance, FEC
Created: June 28, 2018
Viewed: 2746

Entering a Transfer In from a JFC (Joint Fundraising Committee) - Political Only



 

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Author: Kristenson, Joel

Last Updated: 2018-06-28







Overview


This article is for political customers (campaigns, PACs and political parties).  It goes through the steps to record a ‘transfer in’ contribution from a Joint Fundraising Committee, and how to record the individual contributor’s gifts that make up the transfer in.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Click here to read the FEC’s article on joint fundraising transfers.









Steps


1) Create a new Committee record by following Application Menu > System Manager > Lists > Committee > Click [+ New].




2) Enter the name, address, and contact details. Under the Disclosure tab set the committee type, and the office sought. Click [Save and Close] once you’re finished.




3) Create the ‘Transferer’ by following Application Menu > Financial > Receipts > Transferers > Click [+ New]




4) Fill in the information for the Transferer record, and then click [Save].  Keeping the record open, click [New] to begin adding the transfer-in (gift) record.




5) Fill in the transfer in gift information. Select the appropriate transfer from type from the drop-down, and then click [Save and Close]Note: the ‘Committee Solely Supporting Same Candidate” option will only apply for a committee/org that is dedicated to your candidate.




Note: After recording transfer in records you can view them in Transfers In list:





6) Navigate to the Voters list.  Search for and open the record of the first donorIn this example I used my own record.




7) Navigate to the Financial tab and click [+ New] to begin recording the individual ‘transfer in’ contribution(s).  These donations will make up the JFC Transfer In (created in the previous steps).




8) Enter the contribution data (amount/date/batch code/etc.). Set the contribution ‘type’ as Transfer In, select the Transferer from the drop-down menu (created in the previous steps), and [Save and Close].




9) Repeat these steps until all of the individual gifts have been entered.  These individual contributions will make up the entire transfer in amount ($20,000 in this example).


10) When recording your deposit in the future, the transfer in contributions will display under the Transfer In tab.




The related resources below provide links to other related articles, videos, and live training classes.


If your campaign’s treasurer hasn’t been trained yet from one of our financial trainers, they can request that live training by emailing support@trailblz.com.  Our full list of curriculums is located here.  This requires they’ve first attended our required intro class.


 

 

 

 

 

 

 

 

 





 


Related Resources


Article: How to Un-deposit a Contribution (Primarily for Political Customers)

Article: How to Deposit a Contribution

Article: Delete an Invoice/Payment

Article: How to Record a Contribution Refund – Primarily for Political Customers

Article: How to Delete Payments, and an Invoice (also covered: how to record a refund, and a deduction)

Article: How to Enter an Invoice and Payment with the New Payment System, and How to Add a Refund and Deduction

Article: How to Enter and Expenditure Refund

Video: How to Exclude Specific Contributions from Revenue

Video: Deposits – Setup Bank Account – Set Bank as Default – Create Deposit

Video: Contribution - Refund

Video: Contribution – Entering Earmarked Contributions

Video: Make a Loan Payment (Interest Bearing and Non-Interest Bearing)

Video: Credit Card Memo Entry (using 2015 version of Financial)

Video: Contribution – F3L Bundler or How to Track Who Brought in a Donation

3rd Party Article: Joint Fundraising Transfers (from the FEC website)

Trail Blazer Training: Introduction Training

Trail Blazer Training: Full Curriculums List








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